Every story I read about Google is “us versus some other company” or some stupid thing, and I just don’t find that very interesting. We should be building great things that don’t exist. Being negative isn’t how we make progress. Most important things are not zero sum, there is a lot of opportunity out there.
Google fans seem to eat this kumbaya stuff up, to really believe it. But Google is the company that built Android after the iPhone, Google Plus after Facebook, and now a subscription music service after Spotify. They entered the RSS reader market, wiped it out, and are now just walking away from it. Gmail? Webmail but better. Think about even web search: Google search wasn’t something new; it was something better. Way, way, way better, but still.
Consider maps. Google Maps entered a market where MapQuest and others had been around for years. That wasn’t something great that didn’t already exist. It was a better version of something that already existed. Google is a hyper-competitive company, and they repeatedly enter markets that already exist and crush competitors. Nothing wrong with that. That’s how capitalism is supposed to work, and Google’s successes are admirable. But there’s nothing stupid about seeing Google being pitted “versus” other companies. They want everything; their ambition is boundless.
That's not the case with Netflix shows, which—thanks to the binge-viewing phenomenon—the conversation around appears limited to a narrow timeframe immediately after the release of the full season. Sure, there will be people who will watch weeks or months down the line, but the volume of the conversation is highest during those first few days, where people take to Twitter to share quotes, discuss plot elements, or share their progress.