Brennan McDonald's Newsletter

Brennan McDonald's Newsletter

The Netflix Playbook for When Your AI Provider Becomes Your Competitor

Windsurf lost Claude access with 5 days' notice. Your AI tool could vanish tomorrow. Here's the Netflix playbook that works: multiple providers, protected IP, and tested escape routes.

Brennan McDonald's avatar
Brennan McDonald
Aug 15, 2025
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Hi there,

Today, I’m going to share some research and analysis on what we could call the ecosystem wars - where competitors are also clients and clients are also competitors.

Netflix pays AWS a substan…

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