I don't think the end will be zero sum, but the road there will be rocky. You are right in that Prime video for amazon is more of an additional benefit than anything else, but I'm sure they are not complacent about Prime Video. Between Disney +, Netflix, HBO, Showtime, Apple TV, Youtube TV, Hulu, and Prime they are all going to be competing to get the top shows/movies. Traditional media companies are going to want their movies/shows on their own platform, not Netflix and there will be intense competition until the herd is shaken out. IDK maybe I'm too pessimistic I just don't see enough room for them all.