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Netflix doesnt stream off of Amazon and even if they do use cloudfront (which i highly doubt), they have other CDN's (Akamai,Limelight) off which they would stream traffic too. I do not see how it would be possible for Amazon to monitor that network activity and get information about Netflix.

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Clients still need to authenticate when they start a stream, amazon could use that information to approximate traffic.

Thanks for the clarification. So the video files are directly hosted by the CDNs? OK, in that case, Amazon can't get insight into Netflix by gathering network statistics.

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