I can. That world is called "$40/mo", or about the price of a typical cable subscription.

Content actually seems like an area where you don't have overwhelming network effects. You're mostly funding a bunch of individual creatives and production companies on mostly a project by project basis. A lot is about personal relationships.

If you take Disney (less ESPN) and HBO specifically, they're pretty much diametrically different brands so it's pretty easy to see them coexisting.

It's not necessarily that hard: Showtime, Starz, HBO, Netflix, Amazon, Disney, FX, AMC, Comedy Central, ..., already all exist.

Some of the most ambitious players right now may have to scale back, and the "deliver it all to the same place" problem that's been present ever since cable-alternatives started popping up is mostly unsolved (though some of them are starting to tackle this, as are companies like Apple and Roku) but the number of channels is hardly new.

Is it that different from broadcast TV where ABC, CBS, NBC, Fox, and The CW all coexist? The market is big enough to support multiple competitors. Also, think of HBO as Time Warner, and all that comes with (CNN, CW, Warner Bros, DC Comics).

HBO includes Warner Brothers, DC, and a huge catalog. So, I think they probably have a pretty good shot on their own.

Amazon and Netflix are the wildcards given their smaller original content.

+ Hulu