I agree with you that the Netflix excuse (regarding AirPlay) is total BS.
I disagree with you on the second point. Netflix really is threatened by Apple's move into video/movie streaming. Gonna be a long time until Apple presents a realistic threat? Umm, they said the same exact thing about Spotify and Apple, that Apple could never catch up to Spotify's lead. Guess what? Apple Music just (a few days ago) surpassed Spotify, when Spotify once was the unrivaled king of music streaming.
[doublepost=1554589522][/doublepost]Netflix alienating their customers….. is exactly what will drive more people to check out the competition (e.g. Apple's new AppleTV+ video-streaming service, etc).
A poor strategic move on Netflix's part.
Netflix is getting too arrogant. I'll be looking to changing over to Apple TV+, that and Amazon Prime should be fine.