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Disney+ will be that one service for a lot of people. And the places they are pulling from will still have a lot to watch, e.g., people who like Netflix shows could still only subscribe to Netflix. I’m not saying that people will only subscribe to one service, just that they could get away with one $5-15/mo payment and have more good stuff to watch than they have time for, on demand. That’s really different than cable.

Ad tiers of streaming services are really cheap (approaching zero over time), so if we are looking at those, then the cost of a bunch of them is less than cable equivalent and don’t need to be better (even though they are.)