As I've said a million times, there's basically no possible way for Netflix to "win" streaming. Their best possible path forward is to do... what they were doing, which is basically saying "we've got a decent amount of stuff available to stream for our customers, which we are constantly battling with content companies over the rights, oh, and, also, too, we can ship every DVD ever produced to your house in about 24 hours."
I don't forsee a world where anyone locks up the rights for a universal affordable streaming service. Netflix, if they'd focus on their core product, will be able to provide the next best thing for as long as the first sale doctrine exists.
