[couradical]

I can see both sides of the coin though - for a company that is as heavily cloud-invested as Netflix is - it might make less sense to maintain a cage for internal IT in a few datacenters. That said, I do get worried about sensitive data in the cloud.

I didn't get that he was talking about moving to cloud/SaaS vendors as a whole, but more the IaaS/PaaS space - the "Hey, this app runs RoR, can I just run it from a Heroku dyno rather than a VMWare box in a cage" type of move. Granted, there's still a cost associated with that, and a need to plan the move, but it's less of an issue. They are making heavy use of SAML SSO it appears, so the account/vendor thing probably wouldn't be as much of an issue.