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One of them is an actually limited resource and doesn’t need artifical exploitation rules. So sharing is allowed for it.
What the hell makes you think they wouldn’t exploit it _regardless_of they thought they could get away with it? Diamonds are a limited but abundant resource and look how much the industry has inflated their price. Enough that if Russia decided to flood the market their entire bullshit business model would collapse. So if Netflix could somehow open enough of the popcorn industry then they would absolutely charge more for it. Any company would. That’s how capitalism is designed to work.