re: Netflix-Miramax deal ends June 1st

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It's hard to be disruptive with a product no one wants is what I'm saying. You say that they decided not to be disruptive by not carrying a large catalogue of movies, but then turn around and say that no one keeps Netflix for their movie selection.

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5 years ago or whenever the Starz thing went down, Starz wanted them to go to tiered pricing. NetFlix didn't want to and their renegotiation fell apart. In the same time frame HBO had said they'd give "meaningful content" to NetFlix if it went tiered, probably the deal Amazon got. So if NetFlix had just gone to a tiered pricing structure they could be HBO Plus, not HBO Too.

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The scenario you seem to be describing is them to be disruptive AND not make money.

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I think there are quite a few people that would pay at least $10 per month more for NetFlix if it say had the HBO deal Amazon got and Starz content and movies. Back when they had Starz people still complained about the quality of movies but it was "I watched this movie and it wasn't great" which is a different dilemma than "I can't remember the last time I used NetFlix to watch a movie." And again, with a tiered pricing model, a higher tier could get you more movies. It wouldn't lose money, they just can't do it for $10 a month.