The truth is that Apple’s executives seem stuck in the iPod/iTunes era, where selling 70% of all music players led to leverage over the music labels; with streaming content is available on any device at any time, which means that selling hardware isn’t a point of leverage. If Apple wants its usual ownership of end users it needs to buy its way in, and that means buying Netflix.
Ben Thompson for Stratechery.com
Fascinating arguments from Thompson. As he says however, a Netflix acquisition remains as unlikely as it is “un-Apple”.
I’m hard pressed to find a more deliciously efficient solution to Apple regaining a product-centered focus.
Apple is clearly at a crossroads. Buying Netflix could be the exact type of “think different” it needs.