Netflix launches TikTok-style vertical feed on mobile
Source: The Verge
Netflix is cannibalizing its core experience—the lean-back, curated catalog—to compete in short-form video. It's replacing primary navigation rather than supplementing it, forcing subscribers to adopt new browsing behavior or lose utility. YouTube added Shorts; Instagram pivoted to Reels. Netflix's move is more aggressive because it restructures a paid product's baseline interface. The bet is whether engagement metrics (watch time, session length) can drive subscriber retention better than library depth. That contradicts the subscription model's fundamental appeal.