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Netflix and the Hollywood End Game

This is a paradigm shift.

“it’s precisely because everyone can access the Internet that there is an abundance of content, far too much for anyone to consume; this gives power to Aggregators who sort that content on consumers’ behalf, delivering a satisfying user experience. Consumers flock to the Aggregator, which makes the Aggregator attractive to suppliers, giving them more content, which attracts more consumers, all in a virtuous cycle. Over time the largest Aggregators gain overwhelming advantages in customer acquisition costs and simply don’t churn users; that is the ultimate source of their economic power.”

https://stratechery.com/2025/netflix-and-the-hollywood-end-game/

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