With a lot of competition you might have 20 great shows spread across 10 streamers. People will complain because they’d have to subscribe to 10 streamers to get everything.

Consolidation reduces the number of streamers, but reduces the competition too. The number of great shows will go down faster than than the number of streamers too.

The endpoint would be one streamer, with maybe 0-1 great shows. The vast majority of content will be low risk and cheap to produce.

With one big streamer it will be easy to manage your subscription, but the price will still be at least as high as subscribing to half a dozen small streamers, and the shows will be worse.

(Hope you like repetitive, formulaic shows, which, at best, are a rehash last year’s mildly entertaining show. That’s what you can look forward to.)