Biddle argues Netflix's real competitive set isn't other streaming services — it's anything competing for a viewer's attention at a 'magic moment' of free time. He names Fortnite and Instagram, and cites a joke from Reid Hastings that Netflix's biggest competitor is sleep.
This reframes competitive analysis around scarce user attention/time rather than product category, changing what counts as a threat and where a company needs to build defensibility (Four Sources of Hard-to-Copy Advantage (Brand, Network Effects, Technology, Scale)) — e.g. against short-form or social apps as much as against rival subscription services. It broadens the market definition step of Product Strategy beyond same-category comparison.
Из тем: Netflix, Consumer Science, and Strategy Storytelling