NFLX is tripping over its own feet. It’s paying, on a per episode basis, the same money for House of Cards as HBO is paying for Game of Thrones. Except HBO has merchandising and syndication rights for Game of Thrones. Netflix seems to have no concept of cost control. Until they hire a green eyeshade guy who understands TV programming, NFLX is going to run out of money to spend.
Netflix isn’t going to last without a drastic restructuring of their business model.