said by Spike:Netflix also competes with Hollywood, as value added streaming services means they can no longer charge $30 for a single movie on a plastic disk. (or a few hundred bucks for an entire TV series)
If anything ends up killing Netflix, it will be Hollywood themselves. Face it, Hollywood hates Netflix with a passion. The more successful Netflix becomes, the more Hollywood will ratchet up the blackmail with massive licensing rate hikes, delayed releases, license revoking, etc.
And then blame piracy for their own lost revenues.(Hollywood that is, not Netflix)