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Debt can be eliminated. Netflix declares bankruptcy and someone buys their assets. Or anticipating Netflix problems, lenders are willing to take a haircut. For the right price, someone will want Netflix subscriber base and Stranger Things and perhaps even their remaining licensing deals. Or...

Could be. But I'm not really sure what "success" means for Amazon with streaming content. They own Audible and dominate the audiobook business, which is a distinct business, and does an excellent job of producing audiobooks itself. They own Comixology which is also a separate subscription and...

But Disney is giving months of notice?

This is similar to my perspective. I'm assuming further industry conslidation in the next five to ten years. Will Netflix tumble and be bought by another company? Seems likely, but it's still turbulent enought that it might be Apple gets tired of this business and lets AppleTV+ stagnate and...

I offer that we’ll know the party is over when: Free trials quietly disappear Subscribing requires multi-month commitments Unsubscribing requires calling a human on the phone and arguing about your personal choices (a la NYT) :)

What's this agreement for a subscription service to never increase prices and how do I get that from my internet co?

I’m skeptical of extrapolating and saying that because kids don’t watch loads of longform scripted content now, they won’t be interested as adults. I played with Star Wars toys bunches as a kid but only saw movies rarely. But it would have been a bad business prediction that movies were dead...

I’m changing my phone plans. I’m realizing it might make sense to get the plan with the D+ combo included. And then sign up for Hulu separately. Will depends on relative costs. If getting Disney for “free” actually costs me more, that’s not useful. A couple years ago I couldn’t see not paying...

And my understanding is the Hotstar service, Disney+ for Asia, is much more integrated with a "Star" section for a lot of such programs.

That’s a bummer. I wish Disney would figure out and commit to its Hulu strategy.

Prime has had fantastic shows. Man In The High Castle and The Expanse are the exemplars.

I might be canceling D+ for a while when my 3 year deal ends. $11 a month is doable, but I’m not watching as much as I’ve got a bit of Franchise Fatigue. I looked at the VZW combo deal as I’m changing my plan, but those promos don’t let you pay the difference to get Hulu ad-free, so they’re...