A major survey from Price Waterhouse Coopers (PwC) out this week suggests that Netflix has reached a kind of penetration equality with pay TV in the US. Bizarrely UK analyst group Ovum suggested this week that video revenue at Amazon next year will overtake Netflix to generate $5.8 billion while Netflix will only reach $5.3 billion. It reaches this conclusion by adding up Amazon subscriptions, digital rentals, electronic sell through, including all DVD sales, and bundles of TV apps and most of Prime revenue. Let’s dismiss the second of these claims first. Amazon is mostly growing in physical sales, by increasing its market share here, from physical retail. Amazon will suffer, along with everyone else, when physical media purchases fall…