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Disney is hit driven in that all their things are mostly either for entire families or four quadrant sort of mainstream hit-style media. Which is most of their historical content library.

Netflix actually has a lot of quality original shows. All modern as they are all from this decade.

People want hits though, so that isn’t helping Netflix enough.



I’m not making a value judgment on the “quality” of Netflix’s content vs Disney’s. I’m only talking about business models. Netflix’s business model isn’t competitive by any objective measure.


Four quadrant media/tent-pole media isn’t what all hits are, but it is true for a lot of them. I was assuming quality in that regard.

I don’t see any media company including Comcast’s media companies being close to Disney and runner up Warner in terms of content. Which is basically business model at this point. Netflix can’t compare to Disney, but all the other media companies can’t either. They are going to have to do something as well.




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