Netflix and the streaming wars, checkpoint 03
Netflix isn’t just going to run away with it.
Two years ago (checkpoint 01) I considered whether Netflix will become the world’s singular dominant streaming business — the way Google dominates search and Facebook dominates social — or simply one of many popular services.
The 20-year answer is not yet clear. But the two-year answer is: No, streaming isn’t like those other markets. Netflix remains the most successful global streaming platform — and the most important — but it’s not just going to run away with it.
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