Is it possible that this is actually a coordinated message to Apple that these large media companies are done paying the 30% Apple tax? Especially if this thing has a fully-featured, desktop-like web browser. The blocking of the existing iPad apps tells me it's the later.
I suppose it could be some bizarre internal political vendetta against Apple has led them to be unwilling to invest in improving the iOS app, but that seems like an odd strategy.
A long time ago, during the Flash time, the recurring theme on the Internet was the low quality of engineering in Adobe products.
There was a popular response to that whining which superficially sounded like a rebuttal: "Hey, be cool and always remember that not all of the bad programmers are employed by Adobe".
I guess there was enough of them to fill all the positions at Spotify.
Netflix remains the dominant player over Apple TV+, for example.
Chrome remains more dominant than Safari.
Outside of Apples specific ecosystem: Do you know anyone who seriously uses Windows Media Player or built-in Calendar/Mail apps? (Outlook is not the built-in).
If your third party app is better and has better social capital: it can kill the first-party app.
I'm just forgetting which ones completely died because: they are history.
Chrome has 77% market share across desktop operating systems & Safari has 8%: https://kinsta.com/browser-market-share/
OSX has 16% market share which would indicate thar its somewhere ~around 50% of OSX users using Safari: https://gs.statcounter.com/os-market-share/desktop/worldwide
The inference being made here of course that all the remaining people not using Safari are using Chrome which is or course not true; but it shows somewhat the fragility of the incumbent software: as Safari is actually quite good for users, chrome has very few feature advantages compared.
I think companies want to go where users are and if and when there is some sort of mass adoption of Vision Pro these companies will at the very least enable their iPad apps to work on it.
Like who would at this point till it's established? Look at all the time and effort wasted on Apple Watch apps, Apple TV apps for very little returns.
Apple needs to realize that expecting developers to write apps for 5 different operating systems to get coverage across their ecosystem is absurd in both engineering time and engineering team money.
End of the day the $3500 vision pro needs Netflix more than Netflix needs the vision pro, and they already had a VR app that Apple could have supported but chose to build something completely new and bespoke requiring all devs to write completely new code.
It's an interesting problem for the rest of us. We seem to be heading to a situation where there are a bunch of tech companies, each with their own silo and little direct competition between them. If they won't talk to each other or cooperate then we all end up with diminished solutions.