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The disagreement is precisely over whether the positive side is significant.

Again, ignoring the data centre side. It's not from thin air that you can stream.

Considering each disk is reused countless times, it wouldn't surprise me at all if streaming causes more pollution in aggregate.

What about shipping the disc back and forth?

It goes through the envelope sorting system. Incredibly efficient and due to ads being a usps money maker, you'll get mail regardless.