Earlier quoted context omitted.
Well, Stratechery has been shilling for the industry for quite a while now, on most major corporate issues.
> Stratechery has been shilling for the industry "Shilling" implies, perhaps to the point of requiring, monetary compensation for publishing certain views. The only people I know who pay for Stratchery use it to invest in start-ups. Maybe there is something shady going on. But reducing any argument you disagree with to shilling isn't productive discussion.
Neither is referencing that site on issues.
Disney has tried streaming before and failed, not because Netflix had locked them out of content, but because their service sucked.
You can draw a parallell to Steam and all competing game market platforms for PC, they all had just as much opportunity, and a lot of them lock content only to their own platform, yet they're all worse.
I don't disagree with the fact that large competing platforms are good for keeping the market competitive, but that buying and locking in content instead of providing a better service is the wrong way of going about it, when you can't compete on service.
And as for Stratechery, I don't have access to their books, I can only read a pattern into their recent history of posts on the industry, and it's not good.