1. The shift from cheaply produced, low quality content, to higher quality "must see" shows. It is definitely the must see shows that have drawn me to HBO and Netflix. I don't just randomly watch whatever's on HBO--I have it for Game of Thrones, Silicon Valley, etc.
My use of Netflix is a little more dual-purpose though; there's certainly Netflix-produced shows that I like a lot, but I often find myself nostalgically surfing Netflix to watch old shows like ST:TNG, or to watch favorite movies again. Even though HBO and the different TV providers offer on-demand viewing, there's something about their offerings that makes me much less likely to browse their libraries and watch random content. The paradox is that Netflix's UI is on average worse than theirs, so my preference of browsing shows on Netflix is not a usability thing, it's an emotional thing.
2. The comments about how Netflix has commoditized time since we no longer have to watch shows at a certain time each week. And how this is borne out by their strategy of releasing all episodes at once for shows they produce. I've found, like the author, that releasing them all at once reduces some of the fun and anticipation of watching a new episode and talking about it with your friends. I've also noticed that I tend to binge watch shows when new seasons drop, and tend to fast forward through less exciting parts of the episodes a lot more than normal, since I feel I have to get through the whole season so I can talk about it with my friends. I get really impatient by the time I'm 80% through the season. But at least this shows how aggressively they are committed to giving people their time back and letting them consume the content on their own schedule.
3. I had no idea HBO was producing so many projects at once. Hollywood Reporter said they are working on over 100 projects right now. I didn't consider that Netflix and Amazon could position themselves not just as alternatives to people who couldn't get a seat with HBO, but could also potentially produce the show and get it online faster (e.g. steal good projects from HBO with the promise of fast results, not just taking their rejects). I still think HBO will on average produce higher quality shows for quite some time since they have so much practice at it, but it sounds like they are spread very thin. I would love to read some analysis on how HBO produces their shows and what their org structure is like there.