The announcement came dressed in fairness language—people were gaming the system, password sharing was costing money, Netflix needed to protect its revenue model.
All true.
Until June 15th, a household could be a black box. Five people, one login, one bill — Netflix knew what content left that house, not which person requested it.
The revenue story is the cover. Netflix's real problem isn't piracy — it's that anonymity kills precision marketing. You can't sell an advertiser access to "someone in the Martinez household who binge-watches true crime at midnight."
Netflix doesn't care if you share an account with your family. Netflix cares that it doesn't know which family member you are.
”There's a hard cutoff between a service that knows what you watch collectively and one that knows what you watch individually. One is a utility — the other is a surveillance network dressed as entertainment.