[yazaddaruvala]

I'd love to one day read a case study about Netflix's choice to compete with Disney and HBO instead of competing with Akamai, Cloudflare, and Fastly.

They really had every possible advantage, and then instead re-built trash TV.

[bombcar]

I honestly suspect they believed that nobody else could build what they had because of how hard it was for them to build it.

But technology advanced fast and if your differentiator is tech you’d better watch out.

[yazaddaruvala]

> if your differentiator is tech you’d better watch out.

I’d say if your differentiator is tech, also sell the tech.

[1adam1200]

I think if you look at the market caps of the companies you listed you’ll have your answer.