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by kinkrtyavimoodh 3205 days ago
Netflix is going to exist regardless of whether Amazon lets them run on AWS.

Amazon letting them run on AWS is brilliant as they get a piece of Netflix's pie. So even if Netflix beats Amazon Prime, Amazon gets to dip into their pot via revenues from AWS. It's a great hedging of bets.

1 comments

They're totally separate businesses. The people that treat Netflix like their customer aren't the same people making strategic decisions about Amazon Prime. Amazon is a ridiculously large company.
They are not totally separate when the P&L roll up on the same spreadsheet.
That depends on how the Amazon business is organized. It's possible that the P&L never join on the same spreadsheet.