Hulu is majority owned by Disney who'll likely want to keep it running as a separate subscription service like ESPN in order to charge multiple content subscrip

Hulu is majority owned by Disney who'll likely want to keep it running as a separate subscription service like ESPN in order to charge multiple content subscriptions. The major players I expect to be around after the streaming wars ends is: Netflix, Amazon, Disney and Apple. I expect most of the other platforms are going to end up as premium channels that you can subscribe to and watch on the other platforms, which you can do already in AppleTV+ and Amazon Prime. HBO and Hulu will be around as long as they have exclusive content they can't stream on other platforms. I don't expect HBO's content & licensing strategy of limiting it to higher margin cable services will last. In Australia you can only watch HBO through Foxtel which I'll never do, basically anything that's not accessible from Netflix, Prime, Disney+ or AppleTV+ doesn't exist for us. If the platforms were banned from producing their own content I expect it would dramatically favor platform owners like AppleTV+ where most iOS users would use to watch their content on as they can do now. Owning the UX would make them like Amazon.com storefront for 3rd party sellers, giving them unilateral power over the discovery of content, e.g. over time they could favor their own content, which is behavior I'd expect from Amazon, for Apple I think they'd be happy to just own the streaming platform as another lock-in & drawcard for iOS users.