If this were a movie the release of the On demand netflix player would be the turning point, While Apple TV would be the Plot point I and Hulu would be somewhere in between. Why?
Should Apple Fear The NetFlix PLayer?
Apple TV is still a Computer company first and while they have pioneered the mp3 player and online sales with itunes. When you think of apple you think of computers first and then all this really cool stuff that costs a bit more second.
Netflix brand is delivering CONTENT period. So I think that while the gauntlet has been laid down we will see Netflix excel. Which is fine, I like both of these companies.
Now if netflix wants to start making mp3 players and computers, that would be a bad idea.
When I started this blog, radio show, podcast I referenced strongly the trends laid out in Dent's The Next great bubble boom in which one of the markers of this bubble was technology and the internet.
These untraditional ways of getting media to you are going to change the way that we see content, buy advertising and products its that simple.