The production side is the problem. Netflix churns out shovelware crap designed to be on in the background. Every once in a while they get lucky or stick their neck out to acquire something good, but the batting average is very low. HBO on the other hand has the highest batting average, and the brand actually still stands for quality.

Of course Netflix is saying all the right things now to keep anti-trust off their backs, but at some which culture do you think is going to win out?