In order to successfully challenge Google's seemingly-insurmountable YouTube, at least the following three qualities are needed:
- Massive technology infrastructure to upload, transcode, search and stream user-generated videos.
- Large user base running into tens of millions, which is interested in watching movies/videos.
- A popular brand name.
I strongly feel that among the few contenders that seem to have the ability to successfully mount a challenge to YouTube, Netflix has a prominent position. Its technological infrastructure and capabilities cannot be questioned, considering its existing business. Equally importantly, it has a massive, paying customer base, and this customer base can be used to both upload user-generated videos [like YouTube] and to watch these same videos [either supported by ads or included alongside the customer's premium Netflix streaming subscription package].