Earlier quoted context omitted.
It's not so black and white. Stratchery posits consolidation may promote competition at the distribution layer, where Netflix presently stands to dominate: "To that end, might it be better for consumers, not-so-much today but ten years from now, if Disney were fully empowered to compete with Netflix? What is preferable? A dominant streaming company and a collection of content companies trying to escape the commoditiz…
Is Netflix approaching monopoly? If anything I've seen a ton of competition coming up from the likes of Amazon, HBO, and a billion smaller services.
Netflix was just there first, but they don't own most of the content.