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> (presuming that they're good shows)

That's the crux of it. There will inevitably be good and bad shows, or even good but unpopular shows. The viewers are fickle and Netflix will need to somehow manage keeping their attention. Netflix's problem is that they don't own the content. But as soon as they enter the content-creation business, they will be the same as Disney (and will face the same challenges).



Given that Netflix has Ted Sarandos as its CCO, I think they are well-placed to make the right decisions regarding content.




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