> I think Netflix could still do fairly well as one of N big players in the streaming space. I disagree. I play for Netflix and Amazon Prime video (that was a

> I think Netflix could still do fairly well as one of N big players in the streaming space. I disagree. I play for Netflix and Amazon Prime video (that was a cross-sell). I'm not playing for another. If everything is one one service, then I'll pay for it. That was the original promise of Netflix. But now everyone wants to play that game. Two services, maybe I'll pay. N services? Screw that, might as well go back to torrenting. And then, why keep Netflix? Paying for TV shows is _voluntary_. Consumers are willing to pay, but only up to a point. Jerk them around too much, and the consent goes away - not only will Netflix get only a slice of the pie, but the whole pie will be smaller.