Also, has anyone from Netflix shared why they wanted to make their own game subscription as opposed to the normal premium monetization (pay upfront) or other monetization models? I know Netflix already has a media business built around subscriptions, obviously, but did they say anything about why they chose this for games?
I don't think games-as-a-subscription is a very easy monetization model. Even large game development companies struggle with it. The games need to retain players for a long time for subscriptions to surpass upfront sales in revenue per player. It is very challenging. The whole games industry is tilted the other way around - sometimes building up too much hype to get pre-orders and initial sales (which in itself is a large topic that I'd rather not open up right now). But the decision Netflix made seems to go against a lot of my professional experience in indie and AAA games. So it's very interesting.