Surprised there are so many negative comments here because I think the author is spot on. Technologically, there is significant redundancy between streaming ser

Surprised there are so many negative comments here because I think the author is spot on. Technologically, there is significant redundancy between streaming services and mergers would cut costs dramatically. The competition is all in the ownership of the content, which is costly to produce, so again consolidation makes sense. Another very similar medium to TV streaming is the podcasting space, and it has seen a lot of consolidation with Spotify gobbling up Gimlet and Anchor among others and Apple+ going on their own buying sprees. New original studios seem to get absorbed very quickly. The observation about people getting sick of a fractured subscription market seems also true. Not sure if Netflix will completely falter but if there's ever some kind of ganging up between Netflix competitors it's hard to not think that Netflix would have a tough time.