The online retail giant is a killer when it comes to aging industries like selling books. But it still faces stiff competition from its contemporaries. As recently as December, analysts were signaling that Netflix should be terrified of Amazon Prime. That could still be the case, but Netflix posted huge numbers today. After blowing away new subscriber estimates, the streaming service saw its shares rise by 10 percent in after hours trading. Bezos may have the supply chains and the willingness to reinvest profits, but he doesn’t have Orange is the New Black .