Separate from the "cable2.0" comments... I would say that nurturing/developing the content is harder than the tech side. Not putting down the amazing achievements netflix has made, but if you are trying to show a family a kids movie, it won't matter how the quality is vs. "wow that was a terrible movie". Pixar/LucasFilm/etc. properties that Disney owns are critical, and a streaming/digital footprint is the logical next step.