I think the streaming movie/TV market is the same as any other commoditized market -- the businesses that survive need to find a way to differentiate themselves

I think the streaming movie/TV market is the same as any other commoditized market -- the businesses that survive need to find a way to differentiate themselves or offer something nobody else does. I think the original content is what will keep Netflix alive in the long run. There are a lot of other places to see movies and TV shows, but you can only see Netflix original content on Netflix (unless you pirate it).