Netflix has the numbers, they need the programming to survive. They should show more patience with shows. I don't thing Paramount+ or Peacock/NBC will penetrat

Netflix has the numbers, they need the programming to survive. They should show more patience with shows. I don't thing Paramount+ or Peacock/NBC will penetrate enough, I think Disney+ will. HBO is kinda like Netflix, I think those two should merge: Netflix provides the tech/platform and a huge eyeball base, and HBO has better production. HBO could strengthen its cable offerings with Netflix programming, seems very win-win. No idea what Cabletown's plans are for NBC/Peacock, but I think they should consider merging with Netflix too. Who knows about Paramount+. CBS owns older viewers and network TV, so I think they are too stubborn to merge or capitulate. CBS cranks out a lot of "good for TV" programming, but is it appointment viewing? More like they've mastered the older viewer that plops down and surfs the main networks. They won't claim the younger viewer, won't get a good enough subscriber base, and they won't have a valuable enough catalog to demand good merger or licensing terms. What is FOX doing? Do they have a big streaming platform? One thing that is for sure, cable is on a deathmarch. The next round of NFL negotiations should be interesting, because ESPN (and by extension cable TV itself) is already stretched to the limit for the NFL contract, and the next one might break them if the cable economics continue to degrade in viewership (and portion of the cable bill ESPN gets to claim)