I'd argue that we've reached the tipping point already. It will accelerate now. netflix just increased their prices again to compensate for slowing growth. Al

I'd argue that we've reached the tipping point already. It will accelerate now. netflix just increased their prices again to compensate for slowing growth. All these stream platforms produce their own exclusive shows and chances are that you're only interested in one or two flag ship series and the occasional movie or so. I believe this will hurt hulu the most then hbo before the rest, because compared to netflix and disney they have less exclusive content. This leads to a downward spiral, where you need more exclusive content to attract users which leads to more fragmentation and eventually drives costs, which is bad for platforms with less (exclusive) content, because user may ditch first because of unattractive content/cost ratio... Pirating is great if you're just interested in a particular new show but nothing else, for me that's HBO. What you're missing out on with pirating is discovering new shows/movies that you actually like just by browser the platform.