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by dragonwriter 1980 days ago
> Netflix is fragmenting into Disneyplus, HBO , etc.

HBO is older than Netflix, as are most of the media companies opposing Netflix. Netflix was first in streaming, but streaming is just a delivery mechanism, the real product is the content and (but for a one-off) they haven't radically transformed that. Netflix isn't “fragmenting", movies and serialized shows are moving from TV/Cable (and, recently, theaters) to streaming for delivery.