The following video is part of our "Motley Fool Conversations" series, in which Fool writing coach Nathan Alderman discusses topics across the investing world.

In today's edition, Nathan talks about how one fateful shift could undo Netflix. Nathan believes the company's switch to streaming video tore down the barriers to entry that had previously protected it, and transformed Netflix from movie studios' customer into their hated competitor.

Nathan Alderman owns shares of The Motley Fool owns shares of Motley Fool newsletter services recommend and Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.