I wonder how much of Netflix infra is on AWS. Feels like building a castle on someone else's kingdom at that scale; in light of the Prime Video investment, and I guess twitch too.
replies(2):
That being said, its core product has been nearly comoditized. When Netflix entered the market, delivering long form high quality video over the public internet was nascent. Now everyone and their grandma can spin up a video streaming service from a vendor.
I mean I guess a similar argument holds for colocating with telecoms that would have recently been cable or IPTV providers.
It'd be pretty tough to design around though if any of their caching infrastructure reveals viewership, or engagement data to intermediaries.