[bdowney]

The Netflix competitor is paid Youtube channels, except it only works in a few countries and it's not as good as Netflix.

Google has bet everything on social and are creating these satellite services to fuel G+ usage and adoption. You won't see anything revolutionary coming out of GOOG for a while.

I currently use Spotify and there is no way I'll be switching to a Google product. In fact I'm trying to reduce my dependence on Google products.