No question they are thinking about it. I went to a meetup last week in which they explained how moving to the cloud was extremely important to them, and how th

No question they are thinking about it. I went to a meetup last week in which they explained how moving to the cloud was extremely important to them, and how they transitioned to SimpleDB and Cassandra. http://www.meetup.com/cloudcomputing/events/16395288/ http://www.meetup.com/cloudcomputing/events/16395288/ (link to paper about their experience). I have both Netflix and Amazon Prime and would probably drop Netflix if Amazon had a better selection. If most users are like me, this means that Netflix has to increase their catalog, which has both technical and licensing implications. On the technical side it's caching and long-tail inefficiencies which will increase their infrastructure costs. If they are still using AWS (the Mercedes Benz of cloud hosting), I'm sure it's because their margins are high. Given their size they could get a much better deal with another provider.