"If Netflix launched with Orange is the New Black, Luke Cage, and Daredevil, would they have even a tiny fraction of the user base they currently have?"
I think there's fairly strong evidence that the answer would be "yes" to that question. More people have signed up for Netflix since the release of House of Cards in Feb 2013 than signed up before then. IIRC that it's right around that time that the Netflix movie catalog really started to shrink, and also the time when Netflix started to have attractive original content.