Its not "more thank likely", it is the real reason. CDN's could not keep with their volume AS WELL as pricing structure.

Latency ( 30ms vs 300ms) doesn't matter much in video playback, only throughput. Once you hit play, it isn't bi-directional.

But you're just nitpicking. This IS their core business, and they realized its "too core" to give to someone else.

So yes, you do "outgrow the cloud", and well, part of "outgrowing" can be cost structure. Gitlab offers a free service, their main competitor, github, runs their own datacenter. Why do you think that is?