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1/ Netflix knows a lot about what its customers will pay a subscription fee to watch.

Google and Amazon know a lot about what streaming viewers buy more generally.

"In a fight between a bear and an alligator, it is the terrain which determines who wins.”google.com/amp/s/variety.…
"We think with our model that we’ll actually get to a larger revenue, larger profits [and] larger market cap because we don’t have exposure to something we’re strategically disadvantaged at, which is online advertising,” Hastings said. adexchanger.com/online-adverti…
3/ "US consumers subscribe to an average of 1.7 services, and only 5% take four services and 3% subscribe to five or more, according to Limelight's survey." "Quibi, a service will launch April 6 for $4.99 per month with ads and $7.99 for an ad-free tier." lightreading.com/video/quibi-fa…
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