Sounds like you're agreeing with me. Redbox is an example of a video rental re-think company that's still doing ok even though Blockbuster failed. Did video rental go away completely? No. But the legacy industry collapsed spectacularly still.

The current industry is a dinosaur. The industry is going through a shakeup. Maybe it's car sharing, maybe it's a new rental model. Regardless, the existing Blockbuster-like, Sears-like, K-Mart like companies have a lot to be worried about.