"Netflix, of course, is a TV company, in the context of this conversation - it isn’t using content for leverage for some other platform (Spotify is the same, without the commissioning). But Amazon clearly is using content for platform leverage - as something else to speed up the Prime flywheel."
I don't get this part, Netflix is producing original or buying exclusive content which it tries to distribute globally. The same is true for Amazon. Who is this not competing with the best content for its service?
He's saying that Netflix is producing content in order to sell Netflix, but Amazon is producing content as an enticement to get people to sign up for Amazon Prime and spend more money on Amazon generally.
I don't get this part, Netflix is producing original or buying exclusive content which it tries to distribute globally. The same is true for Amazon. Who is this not competing with the best content for its service?