Analysis: Media Titans Would Be Wise to Study Netflix

New York Times: What if Netflix is the Amazon of the entertainment industry — the embodiment of a slow, expensive, high-risk effort to consume the entirety of your business? The company, based in Silicon Valley, is now valued at $50 billion, but many analysts rapturously say its efforts to reinvent TV could be worth several times more. Said one analyst: “For Netflix to win, everyone else has to lose.”