Here, the idea that the decline in regional investments 'triggered' the new quotas is a bit like believing that the last drop of water is the only cause of the flood—it's a narrative simplification.
The quotas for streaming giants like Netflix and Prime Video are rather the result of a long political arc and constant pressures for the protection of local culture, with the decline in investments being just an opportunistic dramatic turn that gave the government a sense of urgency.
Think of France: discussions about the contribution of platforms to funding creation far preceded any cyclical decline in investment, and the regulatory context was already ripe.
It's a story of persistent political will, not just a reflex response to a statistic.