In general, I question the "network effect" and how strong it really is here in this industry. People always say that in an ideal world you'd have only one pro

In general, I question the "network effect" and how strong it really is here in this industry. People always say that in an ideal world you'd have only one provider for streaming movies, but I actually see this going the other way...as in multiple providers (e.g. HBO) that stream their own content. I don't think this affects the user experience as meaningfully as people claim. I think people in general are used to multiple providers and are much more willing to accept it. Just look at how many apps people have on their iPhone. Plus it's just a lot easier to play with the content providers in a more vertically integrated model. One path that I would wish Netflix to keep going down is becoming a distribution channel for foreign movies.