I think this whole thing is fairly overwrought - after all, the iPhone launched with zero third party apps (maybe there were a few, but I don't recall that being the case).

Given the volume of VP sales, it feels more like a production-ready dev kit and tool for enthusiasts. It's really the version that people will use to build apps on, so that v2, v3, etc., which will be lighter/cheaper/whatever else is needed to make them more mass-market, won't have the same problem when they launch.

If you're Netflix et al, why support the VP now? Even if it's just checking a box, it still means you'll get some support load. You'll also have to make some design and implementation decisions that will be less-informed than if you wait a while and see what other apps are doing on there.

At the end of the day, is having Netflix on the VP going to generate any incremental revenue? Tough to imagine that everybody buying it doesn't already have a Netflix subscription.

Building for it right now is zero upside and some downside. We'll see a Netflix app eventually, though.