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Citation needed; Netflix has a ~$350 billion market cap [0]. Google has one of $2.227 trillion [1], and 10.25% of its revenue is attributed to Youtube revenue. Since I haven't found a quick reference to youtube's net worth, let's assume it's 10.25% of $2.227T, which is ~$222 billion, making YT smaller than Netflix.

[0] https://stockanalysis.com/stocks/nflx/market-cap/ [1] https://companiesmarketcap.com/alphabet-google/marketcap/ [2] https://www.statista.com/statistics/289659/youtube-share-of-...






YouTube Ads (not subscriptions) are nearly as big as Netflix's entire revenue:

https://theankler.com/p/netflixs-threat-isnt-in-hollywood

https://x.com/EconomyApp/status/1652380729425162241

YouTube has an insane moat. Netflix has a half dozen comparable competing services (Prime, Apple, Disney, HBO/Max, etc.)


Regardless of numbers, Netflix is nowhere near as influential as the others. It’s just a website that plays videos, and one can easily live life without it.

The other big companies are much harder to avoid, they’re basically infrastructure.


If Netflix closed up shop tomorrow, there'd be a long a thread here, lots of headlines, and lots of whining, but at this point there are a ton of other streaming services and most of us would shrug and move on. Netflix has been on my bubble for a good couple of years and has only marginally kept my monthly subscription.

In fact, I'm still somewhat angry at Netflix for wiping out disc rental and then killing their own DVD by mail which was a good source of reliable one+ year old movies.


The production quality of any Apple tv show embarrasses a Netflix show. I think Netflix is going to follow its big brother, blockbuster.

I mean it's all about production companies (and the quality/quantity of licensed content). And Netflix increasingly just doesn't justify a premium price for what it delivers.

It's also pretty easy to live life without Amazon, Apple, and Facebook. At least for me. I'm not counting services hosted on AWS. Removing that still leaves Apple and Facebook, which I use not at all, and have no desire to.

Apple and Google are largely alternatives. Almost everyone in USA uses at least one of those two in an extremely dependent way.

Yes. I agree with this, and I think this is a substantial problem. I'm subject to it as well.

In the market cap website, the other companies are in the Top 7.

Netflix is 27.


The N should be Nvidia



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