That's another great point, though. Early adopters are a fickle market, precisely because they're early adopters - being more wont to try new things also means

That's another great point, though. Early adopters are a fickle market, precisely because they're early adopters - being more wont to try new things also means more wont to move on if something more interesting comes along. That's a great tradeoff when you're first trying to build a market for a new innovation. But I doubt Netflix even particularly wants that kind of customer anymore - at least not enough to actively chase after them. They want stable, reliable ARR, and for an incumbent like them that means slower-moving consumers who will subscribe and then just keep their subscription and watch whatever happens to be on Netflix simply because it's on Netflix and they already have Netflix and inertia.