When OpenAI starts requiring a payment, or showing an ad before it starts translating, will they continue? Or will they use the Google Translate app, which can do this locally? (Or for that matter Gemini or Grok or whatever?)
That’s a fair point. But in most markets you don’t have a half dozen competitors jumping down your throat trying to give you the same service ad-free. Netflix can introduce ads without major quitting because you can’t watch their content elsewhere.
Netflix has a moat in the form of IP licensing restrictions.
Google and Youtube are preinstalled everywhere. Instagrams like 10 minutes old and has a major competitor in TikTok that they had to have eliminated/captured by the US government.
People wouldnt stay with Netflix if there was a cheap, legal alternative with the same content library.
