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> Netflix is so melded with AWS.

But it isn't.

Netflix core service (video streaming) runs entirely on hardware they produce that runs in their own datacenters and embedded in ISPs. Billing, account management, video transcoding, etc. happen in AWS, but all that stuff can go down and customers don't get that upset.

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Video transcoding is particularly suited to the cloud. This sort if unpredictable load - new titles will pop up at odd intervals - is ideal for striking the balance between speed to market (you don't want to delay releasing new titles) and cost (having extra capacity for transcoding on the off chance you need it is expensive).

Spool up hundreds of servers when they need to get a new title out, and buy them at cheapish rates is pretty much what the cloud was built for.

You haven’t seen Netflix’s AWS ReInvent talks.....

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