They aren't 'just' a streaming platform, they are doing a whole load of things that change tech for the better. They've already established what's probably now the standard in video quality measurement with VMAF. They've also set some strong patterns with their work on resilience engineering and their Open Connect platform is changing how many in the industry think about content delivery.

They might not be quite at the scale of Facebook, but they are certainly having an impact on the tech world. They may also be showing that you can have a successful business and not strangely diversify your portfolio just to satisfy the market.