The distinction makes important fault domains and whose data centers. If you are a Comcast customer and your internet goes down, and Netflix is unavailable, wh

The distinction makes important fault domains and whose data centers. If you are a Comcast customer and your internet goes down, and Netflix is unavailable, who do you complain at? If you're smart enough to notice that both are down, the answer is almost certainly not Netflix. That does not make the Netflix workloads in Comcast data center any less critical, they are core business functions. But they are well aligned with Comcast, who also depends on the proper functioning of those datacenters. It makes sense for Netflix appliances to be in Comcast datacenters then, especially given that Comcast cannot outsource their data centers any more than the Pentagon can reasonably do so. Joe Company from off the street can outsource their data centers and derives no competitive advantage from maintaining their own private data centers. Netflix in that sense is closer to Joe Company than they are to Comcast, I guess. I'm not sure what all we can learn from this, but it's interesting.