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Re:Apple Targets Launch of Apple TV+ in November for $9.99 by dragonwriter on Monday August 19, 2019 @11:07PM (#20743524)
> And now the pie is in too many slices and nobody wants to buy it.

And yet the total number and $ value of streaming subscriptions sold in the market is going up as more options emerge, not down.

Re:Apple Targets Launch of Apple TV+ in November for $9.99 by taneq on Tuesday August 20, 2019 @04:08AM (#20744760)
Well yeah, the market is still expanding rapidly. That doesn't mean the value to each individual customer isn't diminishing.
Re:Apple Targets Launch of Apple TV+ in November for $9.99 by kuroikyu on Tuesday August 20, 2019 @05:30AM (#20745087)
But it can mean that and, in the case of Disney+ it does mean that. Content that was (and some still is) avaliale on Netflix UK will now be moved to Disney's new subscription platform. In this case, Netflix lost value for anyone that used to consume this content there.

With more subscriptions, they will steal or claim content from existing ones, effectively driving their value down. Sure some will create content, as they have been doing for a while now but that doesn't change the fact that if I want to watch The Office, I used to have to use a VPN to watch it through Netflix US, now it's on Amazon Prime but where will it be in 2 years?