The thing I find most interesting is their strategic take on piracy - they recognize it as a competitor. When a 'moment of truth' rolls around, it's an option p

The thing I find most interesting is their strategic take on piracy - they recognize it as a competitor. When a 'moment of truth' rolls around, it's an option potential customers might choose, depending on content available and user experience. They dive into detail on the 'competitors-for-content' category, with whom they could compete both on the available content and user experience fronts. On the other hand, the only advantage they can eke out over piracy is in the user experience.