From a purely intellectual perspective, this is one of the more interesting aspects to these new models. Effectively, your business model is, "what's the highest share of global discretionary income we can take while blanketing the planet with our product/service?" What you sell just needs to be good enough to keep retention at a level that enables this blanketing. Throw-in the addiction aspect to these new models as well as the monopolistic tendencies inherent to them, and what you end up with is a vision of taxing the globe for the relevant industry. To me, Netflix seems like a global tax on entertainment in some weird way (obviously, not a variable fee, so perhaps a 'toll' is more accurate).