By hardware-hours, Tesla is hardly one of the top companies training deep networks. Planet Labs (satellite imaging), Netflix, Pornhub, to name a few.
What's the info they'd leak to the Google consultants? How much data or TPUs they're using? This is practically public information.
https://research.netflix.com/research-area/machine-learning
Here's another article on the subject:
https://becominghuman.ai/how-netflix-uses-ai-and-machine-lea...
Characteristics that make content successful.. here again, it's mostly decent quality content plus marketing. I doubt the scripts are reviewed by NNs.
I have no idea about the network and delivery stuff, but I guess a well designed network can take care of most of it.
My strong impression is that, similar to other well known cases (Uber, WeWork) Netflix is a mostly traditional company (a media company) that very strongly wants to be seen as a tech company.
Its a bit odd that legally one can rent out physical disks, but there is no corresponding way to legally get permission to rent out streaming content without negotiating with the rightsholder. But thats how it is...
It's hard to think of a good fair regime to do this under.
At least with a physical disk, there's a maximum reasonable rate that you can turn the disk around between users and you need to have enough copies for whatever the lifecycle peak demand is.
We do have an audio compulsory licensing system for things that are purely songs. But with video works, there's not a clear boundary for "how big" the work is-- how do you treat 30 hour anime series vs a 5 minute Pixar short? How do you treat continuing medical education videos vs. fluff amateur made content? Etc.