Amazon is definitely Netflix's biggest competitor when comparing who's spending the most on original content in streaming. They're also a major competitor when it comes to bidding for exclusive rights but there are many participants in that fight, including cable plus companies like Disney setting up their own streaming service.

It would be an enormous risk for any cloud provider to attempt to degrade the use of their platform or snoop on how it's used by a company who is a competitor in another area, be it streaming or code management.