Can you elaborate a little? I can't tell from the way you phrased your question, but a guess as to what you are getting at is "How much additional value does N

Can you elaborate a little? I can't tell from the way you phrased your question, but a guess as to what you are getting at is "How much additional value does Netflix gain from adding a new series?" The netflix business model is based on a pretty simple formula. Their library has value. People who have already subscribed to netflix will continue to pay them for access to that library until they have exhausted it to their satisfaction, and then they will leave. You can extract a number from your database of user interactions which more or less quantifies this business model, and that number, times the number of expected subscribers is how much your library is worth. So if for less than $8/month/person they can continue to expand their library by more than $8/month/person, they will do so. The system is built on intrinsic value. It may be argued that that value is speculative, but not exclusively so. Additionally, they have really good prospecting for potential shows. They know what their users li. This translates in no small way to evaluating shows before they have any data on who likes them (it's not a perfect mapping, but it's still better than what hollywood has). So the generation of new content is actually more targeted than it was before. Indicating a content model which is less speculative, which is, again, less bubbly. So is netflix a bubble? Maybe, but probably not for the reasons that you or the woman in the video you linked specified.