The main defense I would bring is Apple One and their desire to push people to it. 20 a month for services that would cost close to 30 individually is a steal if you like games and apple music as well.
I don't think anyone else besides Disney/Hulu/ESPN have a package deal like that.
I'm sure they will. Just not there yet for me, like Netflix has become already.
These guys really wont be afraid of piracy until it happens to them.