"We want a hub but well take what we can get as long as the content is good." I'm not sure. Convenience seems to trump content in a lot of markets. If you ha

"We want a hub but well take what we can get as long as the content is good." I'm not sure. Convenience seems to trump content in a lot of markets. If you have a solid baseline level of content, the best experience wins. In that regard, a fragmented market could cause the entire streaming model to-- well perhaps not collapse, but fail to flower fully. Cable says "Yeah, you're spending $80 per month, but there's one consistent UI, one login, one bill." Streaming with one service like pre-fragmentation Netflix, says "You're spending $10 per month, getting a modest content pool, and it's all still pretty easy to use." But how will people respond to "You're spending $50 per month, get a fairly broad selection of content, but it's all scattered across a bunch of services which behave subtly differently and have to be managed independently?" They might well respond by going back to the less-hassle cable option, or just shed services til they get to something that feels manageable-- one or two services, maybe paying for a month of something else to binge its signature show once a year. Netflix and HBO might kick out enough big draws to justify subscribing year-round, but will a low-budget or niche player?