Netflix claims Fortnite is now a bigger competitor than HBO
The thing that bothers me about subscription based models is that there is a non linear relationship between value to the customer and revenue. At some inflection point, increasing the value customer gets out of the product does not result in new subscriptions. Wherein, in pay per use models, existing customers will spend more when they get more value out of the product.<p>I have no idea how far away that inflection point is (there are 7+ billion of us, after all), and if this is even the right way to think about subscription based business models.  But this is something that always bugged me about them.