Burek on 06 July 2014
Your math is a bit off, since you are assuming 150M users will have PS+/Gold subscription. Second, you are assuming that they will all be in the US, but it's more likely that a combined total of 50M users will be US based. (This because licensing outside US is done on individual country basis, and they would have to deal with hundreds of distributers WW). And US users already massively use Netflix for a reasonable monthly fee.
Otherwise, I can see that some people might take advantage, but I'm thinking more 5-8 million total, not 50-80M per movie.
Other thoughts, ad placement etc. seems plausible.
