[the_hoser]

You're really looking at this from the wrong direction. Your competitor doesn't need to fail in order for your own business to succeed. It isn't a zero-sum game.

It wouldn't surprise me if Netflix had that meeting at some point. What would it cost them to run their own infrastructure? Would that be less than the cost of staying with AWS? Is Amazon exploiting their position as Netflix's hosting provider to unfairly compete with them? Do they fear that they might in the future?

At the end of the day, the answer was very likely a solid "no". Many industries are full of examples of competitors working together to the benefit of both companies. Just look at the aerospace industry.

[horizontech-dev]

Thanks for the response. But totally disagree.

> Would that be less than the cost of staying with AWS? I think the answer is Yes. The main advantage of Cloud computing I think is the speed to market, not the cost. Excerpt from https://techcrunch.com/2019/06/21/three-years-after-moving-o... "Dropbox still believes it made the right decision and has found innovative ways to keep costs down"

> Is Amazon exploiting their position as Netflix's hosting provider to unfairly compete with them? I completely disagree. Here is one example (Certainly, a simple G search should give enough examples) https://www.wsj.com/articles/amazon-scooped-up-data-from-its...

[bengunnink]

The answer to your question is "Because it makes business sense to do so". Whether you can understand their reasons or not, the best indicator that Netflix has good reasons to use AWS is that it continues to do so. And that will be true until the (possible) day that it doesn't anymore.

> I think the answer is Yes.

So what you're saying is that (1) Netflix is already secretly planning to move away from AWS, in which case your question is moot, or (2) everyone involved in platform decisions at Netflix is an idiot that can't do math.

[the_hoser]

Got any information that isn't behind a paywall?