I disagree with the author's conclusions, mainly for reasons already stated: the examples given are of companies that provide fungible services, whereas Netflix

I disagree with the author's conclusions, mainly for reasons already stated: the examples given are of companies that provide fungible services, whereas Netflix offers unique programming; it's amassed a war chest of IP at this point; the cost of entry into this market is extremely high; the UX failures of Paramount+ and Amazon Prime, among others, only goes to show that Netflix's core competency isn't so simple to replicate. Imagine someone arguing that the Disney theme parks will falter because there Sea World, Cedar Fair, Six Flags and Dollywood could easily get together and replicate their success. But aside from all of that, I find it irksome when columnists self-identify as "honest brokers," straight-shooters, true patriots, etc. Don't tell me you're trustworthy. Truth-tellers and liars make the exact same assertion. (Hasn't this man ever visited any two-tribe islands?) Just make your points, and respect your readers to determine that you can be trusted.