For as long as anyone remembers Netflix has been a AWS customer, to the point they are one of those all-in-on-AWS customer. The relationship between these two companies is literally blood relations type, but it is indeed a moment of recckoning to hear Netflix going to partner with Microsoft on their ad sales/business. Like, there is nothing AWS would not have done to make it happen for Netflix and yet Microsoft find a way. Kudos to Satya for finding that opening - pretty sure Azure is on horizon :)