I can’t speak to k8s but there are reasons you need clusters to handle absurd amounts of data with high uptime and high networking performance.
The reason the streamers are creating their own content is licensing breakdowns and copyright law. I don’t know why everyone thinks they can out Netflix the Netflix streaming service, but they also think they’ll make more money trying to do it. It’s like Amazon deciding to somehow make their delivery system better than UPS. Or cheaper.
I think it either calls into question the supposed economies of scale and core business competency theories or they’re not doing it to save money / make money at all.