&quot;The fact that you get some movies along with that original content is just a legacy of their old strategy, which means that (1) their movie library is never going to get much better than it is now, and (2) things like feature film release windows are now more or less irrelevant to Netflix&#x27;s market appeal, since they have full control over when their original content rolls out.&quot;<p>I like how aggressive you are with their strategy but frankly the fact that the multibillion multiyear disney deal hasn&#x27;t even begun yet really pushes against your narrative.<p>If you were right, the Disney deal would have never gone down.