> I would be very interested to understand why netflix does not go 3/4 route. I would speculate that they get more return from putting money in optimising costs for creating original content, rather than cloud bill.

I invest in Netflix, which means I'm giving them some fast cash to grow that business.

I'm not giving them cash so that they can have cash.

If they share a business plan that involves them having cash to do X, I wonder why they aren't just taking my cash to do X.

They know this. That's why on the investors calls they don't talk about "optimising costs" unless they're in trouble.

I understand self-hosting and self-building saves money in the long-long term, and so I do this in my own business, but I'm also not a public company constantly raising money.

> When I used to compare to aws, only egress at list price costs as much as my whole infra hosting. All of it.

I'm a mere 0,1% of your spend, and I get discounts.

You would not be paying "list price".

Netflix definitely would not be.