> PS: They do mention that they used to make in-house tooling, but then why transition? Circumstances change. It made sense at the time to roll their own. They

> PS: They do mention that they used to make in-house tooling, but then why transition? Circumstances change. It made sense at the time to roll their own. They feel it doesn't make sense any more. That Netflix is capable of doing the work is not the same as whether it makes economic sense for them to do so. This is just Economics 101 -- gains from trade and the theory of the firm.