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by iwontberude 897 days ago
You can say streaming is commodity and uninteresting now but back in 2012 when these decisions were being made, they had the ability to pivot into making proprietary, higher-end TVs and set top boxes that improved streaming significantly to where it is today or further. I understand they didn't want to become TiVO, but this is where Netflix had the ability to change things by publishing exclusive content directly to their customers without relying on cable/satellite providers. I can't say it would be easy -- and that is what I mean about Reed Hastings not being capable.

Strategically, Netflix is beholden to its manufacturing partners and never had a wholistic story for the living room the way they claimed to want because they never had control. They never had control because they didn't come up with a compelling prototype. This would necessarily include gaming and other content.