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Gaming will do nothing for Netflix. Rather it's a sign they've lost direction. Netflix should never have attempted to create their own content because that made them a competitor to their previous partners, who provided the actual product users subscribed for: content. Now they've lost that content and replaced it with something much worse. Gaming will not help improve the quality of their content.

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I believe exclusive original content has been critical to Netflix’s enduring power and is a source of delight and hard to copy advantage and with 220 million members that have an economy of scale advantage. I like how the company has made step function bets over time: from dvd by mail, to streaming, to original content, and now interactive film/games. Will be five years before we know if this last step is a success, or not. Seems like interactive films is a failed hypothesis but all you can eat games is still very much in play.

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