Netflix's vulnerability is content offerings: it <i>must</i> have the biggest selection of movies possible. Much of its audience relies on it being the near-sole source of content, being unwilling to fiddle with more than 2-3 content providers (ex.: I'm content with Netflix for bulk/old content, iTunes for premium, and Redbox for latest & cheap...if it's not there, I'm not watching it). A headline today notes Netflix is about to lose >1700 titles soon for want of licensing; I wonder how much of my 100+ item queue is going to evaporate as a result, and how annoyed I'll be (there's no hint as to what's going away).<p>Word now is Netflix is starting to focus on "exclusive content". That's fine, so long as it is <i>not</i> to the <i>exclusion</i> of other content. I'm not interested in House Of Cards or other particular shows to the point of giving up anything else I want to see on a moment's notice. Be sure there's enough available that there's far more I want to see than I possibly can at any given time. When users go to Netflix and decide "there's nothing I want to watch", it dies.<p>Losing prolific titles in favor for a handful of high-profile exclusive offerings? Doom awaits.