[sametmax]

Amazon and disney just have more firepower. Amazon has the expertise in hosting, disney in content making. Amazon can drain customers with prime, and disney with the existing portfolio. Both have infinite cash to aquire and create new licences.

No matter how good I think netflix is, and despite their now long and good track record, they are entering a new fight bare handed against machine guns.

[leereeves]

Amazon doesn't seem to be seriously trying. Prime Video is a wasteland.

And Disney doesn't own all the content. Netflix need only be the streaming provider other content makers choose.

[MagnumOpus]

> Disney doesn't own all the content

But they own about half (Disney Studios, Marvel, Lucasfilm, Pixar, 20th Century Fox, Searchlight, NatGeo, and I am sure I forgot a dozen others), and they might never licence it to a "competitor" again unless they are forced to do under some sort of FRAND unbundling of content and distribution.

[sametmax]

Netflix has been at it for a decade. Give it 5 years.

I don't expect the GAFAM to play fair. They are going to arm wrest the industry to go through them.

[asdffdsa]

Netflix only needs to make a few good movies/comedy specials/tv shows a year and I'll keep my subscription. Amazon/Disney does not put out good content

[anchpop]

I don't know about good, but Disney does put out content people want to watch. Star Wars and Marvel are both very very popular franchises, for example