Those things are bad analogies because none of them are paying to license content. Despite all the content it produces, Netflix is still paying huge amounts of money to license and stream other people's content. The content industry on the whole is still setup this way. Cable is still per household. A TV license in the UK is still per household. Traditional TV ratings are still . . . you get it.Thank you for sharing that article.
I don't necessarily agree with every conclusion and opinion, but Doctorow really, really knows his stuff, and has a fascinating take on this from the perspective of a deep insider who also has an incredible understanding of information exchange technologies and structures.
One thing Doctorow doesn't discuss, and seems to be so much simpler to understand and easily applicable to a wide-range of situations and edge cases, not to mention sidesteps all of the analogies both useful and tortured: If Netflix decided to frame their business as selling streams rather than trying to define who is on the other end of them, the only complaint in any of this would be that they're offering less streams for the same price.
When I sign up for a cell plan, I pay per line. As awful as cell providers are in general, they don't litigate how many people are able to answer the device attached to that SIM card when it rings, or where that phone spends most of its time, or where the person who usually carries that device sleeps at night most of the time.
On that same plan, I pay for 40GB of tethered data; it doesn't matter what device or devices that data is going to, where I'm located when I provide data to them, or what my relationship is to the person who owns the device.
I pay my email service per IMAP mailbox; it doesn't matter how many people check each box, where they are, what country they live in, how many addresses feed into that box, or what their relationship is to other box owners.
Netflix already has a clear metric for this: Number of streams. You get from 1 to 4 streams, depending on how much your plan costs. There's no particular reason, if I'm paying for two simultaneous streams, it would be easier for everyone involved--and cost them far less in sharing-detection infrastructure--if that's exactly what they sold, and stopped caring who specifically used them. If they genuinely think they've undercharged in order to build market share now that the no-competition-era is over, they might have to re-think the number of streams offered, but that would be simple to understand, covers just about every reasonable edge case, and even if the price goes up at least there's no background algorithm gatekeeper deciding who's cheating and who isn't.
You're missing the other option they don't want to do, which is to sell blocks of streaming minutes like they and cell phones used to do. I am 100% sure they've considered this internally but they feat the biggest backlach from it.
This is why the switch to ads is so important in this. AVOD is the only way they get variable revenue, if one "stream" is on 24/7, they generate more revenue than one that is on a few hours a month.