Holy...
Between this and Apple Music via Alexa devices, is Apple beginning a hard pivot away from using its services to differentiate its devices? AppleTV and HomePod depended on those for competitive advantages.
iTunes on Windows didn’t turn a PC into a Mac.
Getting iTunes on third party TVs and AppleMusic on Alexa is a benefit to Apple users who now have more places to watch and listen to their content. Most important of all, it keeps them in the Apple ecosystem.
Apple users will continue to buy iPhones, iPads, AppleWatches, and Macs, all of which is where the revenue comes from. And yes, those who love the Apple ecosystem experience will buy AppleTVs and HomePods to get the native Apple experience.
Stop it with your sky is falling exaggerations. This strategy is more complex than the two dimensions you’re making your predictions based on.