Netflix was the initial leader simply because they started earlier; now that other competitors appeared, they have a vertically integrated platform holding some extremely popular exclusive content (House of Cards, Stranger Things, Casa de Papel). And you're telling me they'd rather become an undifferentiated platform, competing only on the technical merits of their streaming tech (part of which runs on their competitor's machines!) and price?
I'm no business expert, but that doesn't sound likely at all to me. There's a reason why ISPs are always trying to vertically integrate with content production. Moving bits around is a low-margin business.
>(part of which runs on their competitor's machines!) and price?
Only the new law ensures that none of it will be running on their competitors machines. A stricture mandated by law for Natflix.
That's the brilliance of the law! (Well, for Netflix anyway.)
And if you think House of Cards and Stranger Things are as valuable as franchises as Star Wars, Star Trek, and the Disney Archive, I have a bridge in Brooklyn to sell you. As far as content swaps go, you happily make that trade every time.
I'm no business expert, but that doesn't sound likely at all to me. There's a reason why ISPs are always trying to vertically integrate with content production. Moving bits around is a low-margin business.