> Whats their competitive advantage? The tech is commoditized. +1. Content will become even more important as the bandwidth keeps increasing (hello, 5G!). Netf

> Whats their competitive advantage? The tech is commoditized. +1. Content will become even more important as the bandwidth keeps increasing (hello, 5G!). Netflix solved some hairy problems back when streaming was hard due to bandwidth and other limitations. But as those constraints are getting addressed the content is again a hero. As tech gets commoditised I wonder where else do we expect to see similar shifts. A somewhat similar shift occurred last decade in India in the online retail payments space. Early in 2010s there was this rush of pre-paid wallets that enabled customers to overcome the pain of online payments. So any product/company that had superior payments experience stood to win. But then UPI happened and retail/online payments is now more or less a solved problem in India and has become a commodity. So the focus is now on quality of product/service that's delivered, payments is taken for granted.