The kind of moderately tech-savvy person that's Netflix's main customer is going to completely abandon physical media in the next year or two. Since getting Ap

The kind of moderately tech-savvy person that's Netflix's main customer is going to completely abandon physical media in the next year or two. Since getting Apple TV (i.e. iTunes movies plus Netflix) I'm no more willing to wait two days for a disc to arrive than I am willing to wait for a search result. Movie watching is often social, and more and more people are accustomed to having an immediate say in the movie they watch in social situations (probably thanks to Netflix successfully integrating into every TV/game console/set-top box). So the downside to abandoning physical media is limited (they'll still own what's left of the rental delivery business) and the upside of staying in the lead of an increasingly competitive industry by focusing on on-demand video is huge.