$Netflix (NFLX.US)$ cannot handle a streaming slowdown. They...

$Netflix (NFLX.US)$ cannot handle a streaming slowdown. They need to diversify their business model if they want to be relevant for decades just as Disney is. $Disney (DIS.US)$ Comcast and HBO Max would survive. In general, I see Netflix, Disney becoming the top 2 with HBO in third. there is still room for Peacock and Paramount+ but mergers might happen regardless. $Apple (AAPL.US)$ TV and $Amazon (AMZN.US)$ both don't really count since they are just pieces of their walled garden.