Good discussion would have ensued after a statement like "I wonder why they don't build out their own infrastructure because at this scale it is usually cheaper to...".
I could imagine that with this big a deal, they could get rate reductions that get the cost down to a comparable level to building out your own datacenters (at least 2) and hiring qualified ops people.
It might very well be a bad move, but you really can't say unless you know more.