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Nobody wants a dozen different "movie subscriptions" just like nobody wants a dozen different "streaming service" subscriptions. The value of the early movers/original services is that they gave access to EVERYTHING (or nearly everything) with a single login/payment. Whatever value was originally generated by the first service is quickly lost as soon as everyone and their dog gets greedy, spins up their own special snowflake version of (service), and pulls their content out of the original service. This forces consumers to choose between signing up & paying for a dozen different services, or canceling everything and simply going back to the convenience & ease of piracy, which, incidentally, makes everything from everywhere available in a single location (value!). |
For MoviePass vs. AMC Stubs Plus or whatever they're calling it, the market dynamics are different from streaming, anyway; while there are movies that are released exclusively to specific theatre chains, they're few and far between. So in practice, very few people are going to feel compelled to subscribe to both services in order to see all movies -- they're going to subscribe to one or the other.
Also, last but not least, there's strong evidence that the value to moviegoers that MoviePass represents comes from a "the more you use our service, the more money we lose" model. I am not sure that I would sneer at AMC as a "special snowflake" for questioning the wisdom there.