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Yes. But Devil's Advocate here...

Aside from stack, whatelse does Netflix have going for it? Pre-internet Blockbuster had an overpowering / dominate "stack" and that was their downfall.

If VR is the next progression in home entertainment, who is best poised for that? Who has the tech + creativity DNA?




> Pre-internet Blockbuster had an overpowering / dominate "stack" and that was their downfall.

That is because the internet replaced them. Streaming is a direct replacement for video rentals. It's the exact same movie but you don't have to drive to the video store to get it. The industry itself doesn't go away. There isn't any apparent new distribution method that will do to the internet what the internet did to brick and mortar stores.

VR is a completely different industry, more related to video games than film, and from a distribution standpoint is nothing new. VR isn't going to cause people to download games from some hypothetical new non-internet distribution network.


> "VR is a completely different industry, more related to video games than..."

I see it differently. Entertainment is entertainment. In addition there is a finite amount of disposable income and disposable time.

For example, the myth is that the internet was what killed the music industry. Sure, maybe it was the death blow, but what brought music to its knees was video games. It changed the habits of plenty of kids. The only reason it didn't show was due to CD sales. Not only where ppl paying $15 for a single (since CD singles were almost nonexistent), but they were also rebuying music they already own in other formats. The music industry was a zombie propped up on inflated revenue.

As entertainment goes, Netflix is not in the next market.


The closest might be game/software subscription. You pay Steam a monthly fee, and have access to their entire backlog of games.


> drive to the video store to get it

… only to find that all the copies are rented for the weekend.




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