Just out of curiosity @henrygandorf, but are you not in conversation with Netflix about your show? It seems like they’ve looked at their content demands, budget restrictions, and made a big switch to reality tv production. Plus if you hit on an idea it’s easy to translate it to other markets (“El Piso Es Lava!”).
Anyway, I used to share your opinion that content is king but now I think it’s contextual. Content didn’t help Crackle, YouTube TV (even with Google power behind it), and AMC and their assorted platforms are struggle bus (and if I was having this conversation 5 years ago I would have made the bet that niche content platforms like Sundance and Shudder would triumph or become “channels” in a larger ecosystem than AMC Networks, a la cable).
TLDR; I don’t think Netflix is going down, even if they did give Ryan Murphy and Shonda Rhimes all the money. Here’s a prediction-I bet they buy Peloton before the year is out or someone else does and they create programming to compete with it (in case they don’t want in the hardware business)-also, credit where it’s due, I first heard this proposed by Derek Thompson on his Ringer podcast.