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investors are no longer content to keep throwing money at streaming
That's a good point.
I don't expect radically higher prices, because the marginal benefit of adding new users dwarfs the marginal cost of providing service. Also, the cost of entry is very low for competitors.
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Yeah I definitely see the number of competitors in the market going down. I just hope that it doesn’t lead to price gouging by the few remaining players since investors are no longer content to keep throwing money at streaming.