[capo64]

I think that Netflix (as an example, but also most streaming services -- even HBO max at this point) are aggregators though. Disney can afford to charge this premium because their content is so differentiated. For aggregators with commoditized content, it will always be a race to the bottom for pricing to reach maximum users and spread the high fixed cost of content across them.

I would look to other content providers rather than other streaming services to anticipate who might follow Disney's pricing model. And even though this was probably just a strategy they took to deal with the circumstances created by COVID, if it works, they may stick with it. I could see theater and early access on Disney+ being released at the same time, and you can choose to go spend $30 at the movie theater or $30 in the comfort of your home.