Netflix does not deliver video from AWS, though. They use it to encode and run other infra, but for streaming they use NAS/streaming FreeBSD boxes co-located in ISP datacenters. If they streamed from AWS, Netflix would be out of business already.

That’s a good point as the bulk of that transfer isn’t coming from AWS, probably.

This still means YouTube doesn’t need google’s infrastructure to stream video.

It does mean a drastically different cost structure, and major difficulties in operating worldwide.