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I have a feeling VPNs are going to take a hit because of this new Netflix policy. It may only be rolled out to a few countries right now, but as soon as it becomes widespread it's going to present VPNs with a problem. It directly attacks location shifting, which is one of, if not THE main use case for VPNs. People aren't going to want to pay as much for VPNs if there are going to be additional fees from other services in response to using a VPN.
You might be thinking that VPNs will still be necessary for security/privacy, but you don't really gain much in those areas now that the majority of websites use HTTPS. VPN companies may still be able to sell their services on this use case, but then they'll just be peddling snake-oil.
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