Netflix has caching boxes at every major ISP and has been randomly knocking over their own services for several years to ensure they can recover without signifi

Netflix has caching boxes at every major ISP and has been randomly knocking over their own services for several years to ensure they can recover without significant manual intervention. Even if the customer experience isn't that much better, their content delivery is almost certainly much cheaper per stream. Beyond that, you don't have to _rebuild Netflix_. Even if you do a good job, that's very expensive. It's folly to think you're going to make more money doing that than you will striking very favorable licensing terms with a fairly desperate tech company. Keep the "we could just build Disney+" in your back pocket as a threat.