COMMENTARY: Where does Netflix go from here? How does a $30 billion content budget sound?

YESTERDAY, IN A MEETING with a major Canadian media company, I was asked “What’s next for Netflix?”In my role at Deloitte, I don’t ever talk about stock prices, and I usually try to avoid commenting on individual companies. But Netflix is hard to ignore: it competes for audiences and it spends a lot of money on content. So I took a swing at answering at a REALLY high level.“Netflix just reported that they have 125 million global subscribers. If they can double that over the next ten years, and they can also double what they charge, they will have 250...