So Netflix now needs to hire and manage a huge infrastructure team that they don't have today. (Not to say they don't have ops folks but the incremental need would be enormous.)

That's not to say it might not be a worthwhile approach over the long run but it would be a huge strategic investment in something that has essentially nothing to do with what they view as their core differentiating service to customers.

Would Netflix have done things differently if they had known they'd reach this level of usage? Perhaps. But disentangling now would be very difficult and almost certainly disruptive--including a likely reduction in quality of service.