4 ms·
While I see the logic in what you're saying, the Netflix business moat is already much deeper due to A) billion dollar content deals with major providers and B)
by criley2 5y ago
While I see the logic in what you're saying, the Netflix business moat is already much deeper due to A) billion dollar content deals with major providers and B) billion dollar investments into first party content.
Content is king and competitors are already priced out long before minor squabbles over bandwidth.
- marcus_holmes 5y agoThe disruptor may have an answer for the content problem that Netflix never thought of. It's a competition for attention, after all, and if someone else can provide a more compelling alternative than video for people's attention then that will mess with Netflix' business despite its content deals.
- 14 5y agoThis reminds me of Netflix vs blockbuster.