Yes I think Netflix switching towards HTML5 is the biggest reason, which is helpless for me since in Europe Netflix does not work, except few countries.
I thought, more than a problem between Google and Microsoft, it was a war against Apple since Google is still developing his browser to support it, simply it gave up it for the Mac version.
I still find the 39 version 64 bit of Chrome here less performing in terms of pop ups blocking with extensions for instance. the previous version was so fine compared to this one, even if it is supposed to be faster.