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The most interesting thing (to me) in this piece, is how many pivots Netflix made/is still making. Many of those moves were very much unsafe/risky (which is why the networks didn't make em themselves)...brave for what was already an established company then.

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That's a good point. They're desperately trying to outmaneuver the cable companies. So far, they're doing OK, but not great. While Netflix is big, Netflix is not very profitable.

Netflix is becoming more like a cable company, with a limited menu. Total access to a huge back catalog has been cut back. Netflix, though, doesn't own the pipe.

Owning the pipe for TV is so profitable that AT&T more or less gives away voice and data if you get their TV service. Internet without TV costs more than Internet with TV.

True. It's going to be interesting to watch things play out. The portion of the article about consumers not wanting to subscribe to too many streaming services rings true to me. I think a lot of the newer (cable) network streaming services might die off in the next few years if they don't become one of the dominant few. If Netflix is on top of this (dominant) heap it should give them a lot of leverage when it comes to content costs which might lead to higher profits etc etc.

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