Slightly older (2021) article I found while searching for this place. It pretty much says what we’ve all been saying.

  • The problem is entirely exclusive streaming rights contacts.

    Spotify works because they have just shut everything most users care about, so the few gaps aren’t that big a deal. Sure, you can switch to Amazon Music, or Some Music, or whatever, too, but you only need one subscription.

    TV streaming is dying because none of the platforms have all the content people are looking for. And not many people are willing to put in the effort of cycling subscriptions and waiting to watch their shows until that subscription is active, nor are people willing to pay old cable TV prices to get a half dozen different services.

    The problem now is that anyone who licenses their content non-exclusively is then going to lose all its subscriptions. And it’s not clear if other services will be willing to pay for non-exclusive rights since the perception seems to be that content only “matters” if it’s exclusive somewhere to drive new subscribers looking for that content.