Netflix knows that for many Apple TV users, access to Netflix is a primary use case for the device. Netflix may also believe that people value the subscription more than having an Apple TV. If Netflix can weaken the value of having an Apple TV and subsequently Apple TV+, they may just chance it and abandon tvOS altogether.
Killing AirPlay support may be a precursor to this larger decision. It would essentially isolate the Apple TV box from playing any Netflix content and Netflix may be willing to gamble with some membership loss if it means hobbling Apple’s larger media ambitions.
This man gets it.