this post was submitted on 01 Dec 2025
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When is the next VC driven company that focuses more on growth than profit coming? I feel Netflix and all the other streaming services are ripe to be overtaken in the same way Netflix overtook tv channel packaging.
To streaming?
Never.
Streaming is a finite market that is already covered. The moment old money (aka existing media companies) jumped on it, it was done for.
I definitely understand your view and personally don't see a way to disrupt the market either. I just hope someone else finds a way.
Well if they stay private and don't let the other companies just buy them out when they are small to squash the competition. Otherwise it's impossible to be a disruptor now.
With you so far
Ah - there’s your problem. VC companies simply don’t do that.
The investors focus on growth first, then they enshittify. They were just saying it's time to start that cycle again.
They most certainly do and then either cash in by selling to the next more risk adverse VC or sells it at a loss if they believe the company failed to disrupt the market.
That is exactly what VC companies do. That's why they need the VC money. First you conquer the market at a loss. Only when users have no other options to escape to, you start squeezing them.
Mandatory licensing of video content to anyone who can pay for it (similar to what the music industry does) is the only thing that the might disrupt the streaming industry, like a sort of Paramount Decrees for the streaming age, since monopolies on originals is what keeps people locked in