> Still, I've been to that party that end with one room full of "Amazons", one room full of "Neflixers" and those left over wondering what they all talk about.

I really like what you said here. A familiar analogy that I like to use is cable TV: Netflix and Amazon are just "channels", each with different shows. When one half of the room is full of "Amazons", that's just the half of the room that's interested in some subset of shows not too dissimilar from what it might have been like to be a regular viewer of a serial television series in the days of yore.

However, whereas before, you had to subscribe to all of the channels in bulk. Today, you have the option to pick and choose the "channels" you want to pay for on any given month given the TV shows you care about. I think we agree that the experience to do this can be improved, but I think we also agree that it will inevitably happen one day.

The truth is that "they" (sorry) will do everything they can to extract the highest fraction of consumer income they can. I'm in a market where before streaming it was basically all FTA which means that I have no idea what to expect. In a market where cable fees already meant a subscription to otherwise unavailable content, I'd expect that number to end up a lower bound of typical spending.

If unsubscribe/resubscribe became an issue, what I expect would happen is that they might go to annual plans only or at least make annual a lot more attractive relative monthly. (That said, I expect that most people don't really optimize their monthly subscriptions that way. I will drop things I'm not really using at the moment, but it's usually in the vein of "Hmm. I haven't watched HBO for a couple months."