Interesting read. I think they are slightly underestimating Amazon as a competitor. They mention them but from my point of view the edge that Netflix has is goo

Interesting read. I think they are slightly underestimating Amazon as a competitor. They mention them but from my point of view the edge that Netflix has is good engineering (including usability) and being attractive to good engineers. A somewhat random small, recent example is the fact that they were at reactconf, talking about interesting stuff (targeting non-DOM) and showing involvement in "hot" technology. That's an edge that HBO has a really hard time catching up to but Amazon doesn't. I think Netflix is putting a bit too much focus on the content side. It also reads a bit like they'll shift a bit more from customer to business partner focus which may or may not be a good idea.