[cptskippy]

> And they could still screw this up by not having the entire animated movie catalog available for random streaming, but rather only a subset available at any given time.

That artificial scarcity that Disney practices with physical media won't work with an on-demand service and if they try it will definitely be what kills the service.

It works with physical media because once you own it you can watch it as much as you like. So when they do offer the media, people jump and pay full price for it because they know it's their only chance for a while.

With on-demand people aren't going to stick around in the hopes that a movie they want comes into rotation.