> It’s certainly possible that I’m reading too much into these absences: maybe these three companies simply didn’t get enough Visions Pro to build a native app, and felt uncomfortable releasing their iPad versions without knowing how useful they would be.

I think it's just that simple. It's a low-volume device for now that doesn't justify native apps. Even enabling the iPad app requires testing and, likely, modifications. It's quite possible the Netflix web experience is better than the Netflix iPad app.

Apps are probably not going to come out until Apple releases a lower-cost Vision for the masses.