Along with the other arguments here, there's nothing absolutely unique (in terms of Netflix business/products) that AWS brings. The same service could be built

Along with the other arguments here, there's nothing absolutely unique (in terms of Netflix business/products) that AWS brings. The same service could be built on any cloud platform, or an in-house platform if they wanted. It would be a pain to migrate, sure, but it wouldn't fundamentally change their business. If AWS kicked them off tomorrow, that would definitely be disruptive, but the chances of that happening are almost nil as Amazon would lose significant revenue, goodwill, and almost certainly face a lawsuit and maybe even an anti-trust investigation.