Amazon's streaming plans to reach tens of billions of dollars in revenue. We suspect it will. Netflix is ​​doing great, except it's floating in the middle of nowhere. It doesn't have the backing of other businesses and the margin of safety that Prime Video has. Its owners do not deliver worldwide purchases. They don't give Sidney Sweeney a billion dollars to make underwear and bras. They don't send satellites into space. They don't have huge data centers. Amazon should have just waited for Netflix to screw up. And he did it.

Amazon's streaming plans to reach tens of billions of dollars in revenue. We suspect it will. Netflix is ​​doing great, except it's floating in the middle of nowhere. It doesn't have the backing of other businesses and the margin of safety that Prime Video has. Its owners do not deliver worldwide purchases. They don't give Sidney Sweeney a billion dollars to make underwear and bras. They don't send satellites into space. They don't have huge data centers. Amazon should have just waited for Netflix to screw up. And he did it.