I led engineering for a product in a similar position. Short answer is that it's about who owns the consumer. When you relinquish control of the browse experien

I led engineering for a product in a similar position. Short answer is that it's about who owns the consumer. When you relinquish control of the browse experience, you lose the ability to control where your users go. For example, say Netflix allowed access and their customers got used to going to the TV app instead of the Netflix app, then Apple over time decides to feature Netflix content less and less over their own offerings or deprioritizing Netflix content in search results. They could slowly bleed Netflix's customers away. They'd also have detailed data on what Netflix content users watched. In general, I'm with Netflix on this one considering how many businesses Apple has screwed over throughout the years when they choose to compete directly.