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Small companies are terrible at working together, even when it's in their best interests.

Can any single customer smaller than the US government get a policy change at Amazon by threatening to walk away?

Very unlikely to happen because of fees, but plausible if the customer is high-profile enough that news about the move damage the reputation of the service provider.

Usually the new provider will advertise the win in such a way it highlights their competitive advantages. This can be extremely painful for the company that lost the very high profile brand.

I'd put Netflix up there as a first candidate...

Are they still a pure AWS house? I'd expect that, at their scale, they'd have boxes and VMs everywhere the round-trip time justifies.

They use AWS for everything except content delivery which is handled by their Open Connect content delivery system that they built and operate. https://openconnect.netflix.com/en/

Interesting. For a moment I thought they would aggressively optimize encoding for frame cost but then I realized that's probably a rounding error compared to their costs in storage and co-located infrastructure.

They have boxes at every major ISP borders, but they're solely caching infrastructure.

They publicly advertise this under the "Netflix Open Connect" initiative:

https://openconnect.netflix.com

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