[tobyhede]

I would expect Netflix to have reasonably detailed strategic analysis and projections of all of the available options - moving to Google, moving to Azure, moving to Oracle, moving to multi-cloud, colocation, not to mention things we can't even imagine because ... well, we have no real idea.

At different points any one of these may make strategic sense, but as others have highlighted here such moves would consume resources that could be allocated to other areas.

My take would be that increasingly the Netflix business model is really content and production. Disney is the real competitor here. Technology is necessary, but not sufficient.

[horizontech-dev]

> I would expect Netflix to have reasonably detailed strategic analysis and projections of all of the available options - moving to Google, moving to Azure, moving to Oracle, moving to multi-cloud, colocation, not to mention things we can't even imagine because ... well, we have no real idea.

I think the same too. Curious to confirm the thought process and curious to hear if there any anecdotes