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I think we’re saying the same thing. Apple can do whatever it wants with it’s ecosystem but it doesn’t matter to Netflix. Netflix customers and Apple customers can be the same people but they are indifferent to how these companies interact with eachother. “Apple” customers expect Netflix on their devices and “Netflix” customers expect to be able to consume their content on whatever phone they happen to have.

Netflix could easily stream DRM free H.264 video from their website without needing an app....

They don’t even need to make them DRM free. There are plenty of DRM options for web-based video.

I don’t think they could with the love for DRM the media companies have

> we had better systems before where you could just visit a URL and view content

You still can. Safari still works does it not ?

Define "works"