He did mention that about netflix: https://twitter.com/MohapatraHemant/status/1102410173203660800 https://twitter.com/MohapatraHemant/status/11024101732036608.

He did mention that about netflix: https://twitter.com/MohapatraHemant/status/1102410173203660800 https://twitter.com/MohapatraHemant/status/11024101732036608... > E.g. if you are +30% of the internet traffic (nflx) it doesn't make sense to pay rent to telcos any more and feed their margins. You have the volume and stable demand to justify ownership. For the rest, cloud is where they'll live and die.