&gt;They aren&#x27;t competing with Netflix.<p>It think in practice it will. I don&#x27;t think that difference in type VoD vs streaming library is as well defined in most people&#x27;s minds as it is in yours. Same for attaching (much) more value to the one per movie as you do.<p>You&#x27;re not wrong about the steak thing, but cheap price plus &quot;unlimited&quot; goes very far in practice I think. And in fact has judging by Netflix performance