Earlier quoted context omitted.
I wonder to what extent tossing away non-paying users will hurt their network effect. How many people got HBO because their friends (paying or not) were talking about Game of Thrones? Hopefully for Netflix somebody there has run the numbers WRT one incremental unit of video-delivery-cost is worth more or less than one incremental unit of chatter.
But nobody talks about Netflix shows because there's no shared progress, so you can't even begin to discuss it with your friends until everyone is completely finished with. Then at that point, it's finished, why bother?
I'm totally done letting media companies dictate my time and letting them make me feel like I'm missing out somehow if I don't jump when they tell me to. I'll watch things on my schedule, when it's convenient for me, and I'll do it at my own pace. If a platform doesn't want to let me do that, I've got plenty of other things competing for my attention that will.