Ben Thompson, founder and author, Stratechery (Code Media 2017)
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Is Amazon Prime Really the Most Scary Competitor in Video?
I'm pretty bullish on Netflix. For me, my Netflix bear case is actually Amazon prime. I mean, they're by far the most frightening player in this market for the reason you said any company that has an orthogonal business model is very bad news for anyone else who's in there. It's like Google coming in with Android and they make money on search. They can give it away for free. Everyone else who made money in that ecosystem is, is in very big trouble.
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