That's how it was always going to end up. You can't reduce the money going into TV from ~$60 a customer to $10 a customer and expect the same content quality.

Netflix had a relatively brief moment in the sun where they could buy lots of content cheap because streaming was add on revenue to the production companies. That's not going to keep happening for much longer.

IMHO, I think we will end up back to a cable like situation. It doesn't make sense to pay two middlemen for access to content. In other words, I don't want to pay Comcast and Netflix to deliver Disney's content. Eventually, we will end up with ISPs providing access to a handful of streaming services each with their own exclusive content.

Packages will also come back because they make economic sense. Ultimately, the NBA, NFL, MLB, NCAA, et al will get more money from a streaming sports package than trying to sell individual streaming services.