[dpflan]

Important point about relative novelty, but kids aren’t subscribers / account holders / bill payers, so I can see how the population with children can become a persistent subscriber base, but growth requirements necessitate either more children (joking) or providing better content.

It’s pretty interesting to think about how technology and scalability play into the costs of the streaming model. Netflix’s engineering capabilities are well respected, I find it hard for another company to replicate this success without using better technology to offer the same service: do we know the technological infrastructure quality of Disney+ or Hulu? Have they encountered costly scaling problems that eat into budgets?