Perhaps long term, that would be an issue. But short term and even medium term, I don't see Netflix, Prime Video and YouTube Red as competition. Their real comp

Perhaps long term, that would be an issue. But short term and even medium term, I don't see Netflix, Prime Video and YouTube Red as competition. Their real competition is cable/satellite and as long as Netflix helps round out a cord-cutting bundle that convinces people to ditch cable, it's a net benefit to Google/Amazon. And as cable dies, especially given the recent FCC direction, you can expect them to start to play more games with the internet connections they also provide to customers. I think Google and Amazon realize that Netflix will be much more sympathetic in that fight than either of them will be. So it makes sense for Amazon/Google to support Netflix as much as possible so they can use them as a proxy in the upcoming fight against the cable companies.