Platforms optimize for engagement until engagement itself becomes the problem, at which point they eliminate the behavior they spent billions optimizing for.
2
Netflix spent two decades training users to expect curated abundance and frictionless control. Now the math says that model doesn't work at scale, so they're asking users to accept the opposite—passive, undifferentiated flow—and hoping exhaustion feels like convenience.
3
The companies positioned to win are those small enough to stay intentional about what they refuse to do. Studio Ghibli and LEGO don't need always-on channels because they make things people actually want to choose. Jack White releases albums the old way because scarcity still signals care.
Netflix is considering always-on channels because attention has become too expensive to capture. When a service must compete for every minute of every session, the friction of choice kills the product. The answer is to remove the choice entirely and stream like broadcast television did fifty years ago. This isn't innovation. It's retreat dressed as feature.
When a business reaches the point where it must undo the experience that built it in order to survive, the business model is already dead—only the execution remains.