The article makes some good arguments elsewhere, but this is one of its weaker points. There's no explanation of why 200 million is "fairly easy" while 300 mill

The article makes some good arguments elsewhere, but this is one of its weaker points. There's no explanation of why 200 million is "fairly easy" while 300 million is "hard". If Netflix was at 300 million today, the magic "hard" number would be 400 million, and 300 would have been the "easy" number.