I do not buy this for several reasons: 1) Content production is rapidly moving to an "in house" model, where subscribers are more heavily influenced by origina

I do not buy this for several reasons: 1) Content production is rapidly moving to an "in house" model, where subscribers are more heavily influenced by original and exclusive content 2) I doubt there would be large transfers of subscribers, more a slight depression across the board and large increases in piracy, as we saw rather distinctly with the early days of music providers (like before itunes early days) 3) Google and Apple each by themselves are worth the entirety of Hollywood many times over. I think it's less them having little leverage, and more them playing a longer game and not caring about DRM battles in the short term.