I completely disagree. I see Hollywood and Netflix producing the same product but having different business models. I do make conscious decisions about seeing m

I completely disagree. I see Hollywood and Netflix producing the same product but having different business models. I do make conscious decisions about seeing movies in theaters versus at home - but in that case, it's not Hollywood competing with Netflix, as when I make that decision, I'm still paying the movie studio, as I pay to stream just that movie. All I'm doing there is cutting out the physical theaters. Watching a movie in the theater is different from streaming it at home. But the two experiences are in direct competition with each other. As I said above, I make conscious decisions about which movies I will watch in theaters and which I will wait to watch at home. Hollywood is fine with that process still keeps the specialness of a theatrical release: if I want to be a part of the hype and see it "at release" I need to go to the theater. What Netflix is showing is that we can just cut out the theatrical release part; it's not necessary. That threatens Hollywood's business model, and, I think, is emotionally hard on some Hollywood creators because it makes their work feel less special. But I actually think there's a more interesting tension showed by Netflix and HBO: the limitation of the movie as a medium. Both Netlfix and HBO have put movie-studio level investment into what we call "tv shows" but are really more like long-form movies. And people like it. A lot. It's an experience which can't be had in movie theaters, and I actually think that may be the longer-term threat to the current Hollywood, movie-studio to theater business model.