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Netflix's attempts to retain attention by mimicking YouTube (and possibly Tubi), combined with how disposable its original content has become, have left the biggest premium streaming platform looking more mortal than ever.

Andrew Sharp argues that after abandoning its Warner Bros. Discovery ambitions, Netflix's shift toward YouTube-style content and increasingly disposable originals have made the once-dominant platform look fragile, amid another stock hit this week. ✦ AI generated

Andrew Sharp · Stratechery · 2026-07-17 · original ↗

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I wrote about all of it on Sharp Text this week, where I marvel at how disposable the original content has become and argue that the attempts to retain attention by mimicking YouTube (and possibly Tubi?) have left the biggest premium platform in the world looking more mortal than ever.

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▦ Netflix ▦ Warner Bros. Discovery ▦ YouTube

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