First of all, less than 1/3 of viewers watching a full episode seems like a high conversion rate to me. Second of all, they need to do both. Offer the full episode so that if we want we can watch it all, and if not, offer a cool value-add weekly highlight reel so we can follow along.
This doesn t seem too hard to figure out. Pointing at the success of CGM as a justification for corporate strategy is ludacris. Makes them look silly.