This is a flawed argument; Netflix is a tech company that dabbles in TV shows (and films). It has the best recommendation engine (and not a commodity) and nothi

This is a flawed argument; Netflix is a tech company that dabbles in TV shows (and films). It has the best recommendation engine (and not a commodity) and nothing else comes closer. There is a possibility that it may merely switch to "cloud-generated" characters with multiple plotlines in the same series and its gaming ambitions must be understood in this light. If you use traditional metrics to understand the company, it wouldn't make sense. Why is the company losing more money than it earns from subscriptions? The amount of granular data it has on films (and increasingly on the people's choices) will make it easier to predict the choices users will make. Hollywood's movies rely on "gut-feeling and formulaic approach" to film making. Netflix will replace it with data. Or is it that Ben-Evans missed the initial hype around Netflix and couldn't invest? Its easier to take pot-shots on the blog and call it a commodity. Bandersnatch was an initial experiment. There's more to come with "immersive filmmaking" and "story-telling".