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> Typical startup play: charge almost nothing for a decade or longer, then raise prices or reduce offerings later on after killing almost every competing offering in the world.

If this is meant to describe Netflix, it’s categorically incorrect.

10 years ago, Netflix was a library of third party content. Today, their top content consists of Netflix’s own produced shows.

The nature of their business has changed. You may appreciate their content or think all their originals are horrible. Regardless, it’s unreasonable in my mind that after 10 years in an evolving business, prices would stay the same.

> One day these services that aim to replace cable will be basically identical to cable but more expensive, or else there will be a bunch of walled gardens

Again - cable services were merely an intermediary. The business model shifted where you pay the content house directly and watch shows without ads. I don’t see any direct comparison here.



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