Netflix needs to become HBO, i.e. a content creator. And it's clear as day they are trying to be that. It's smart and they need to do that to survive, to the po

Netflix needs to become HBO, i.e. a content creator. And it's clear as day they are trying to be that. It's smart and they need to do that to survive, to the point where they are willing to debt-finance this. If they don't do that, publishers will extract every little bit of profitability from them.