Comment by adamlett

Netflix is on the trajectory to becoming a monopoly, yes. HBO is hamstrung by its lucrative cable tv deals in the US, which prevents it from competing effectively with Netflix in the streaming market. They will keep making money hand over fist from cable tv until suddenly they don’t. If Netflix is Google, HBO is Yahoo. Amazon in this analogy, of course would be Bing. At a glance they seem to have what is required to compete with Netflix: Deep pockets and technological competence. But to compete in this market is for Netflix a matter of life or death, whereas for Amazon, it’s a side show. As for the multitude of smaller competitors, they are all the search engines we’ve forgotten the names of or never heard of to begin with.