I don't, but yes; many seriously actually believe this is why the industry is moving to passkeys. It isn't logical, it isn't reasonable, but these are your customers.
Here's the argument. I guess it's up to you whether you think it's coherent.
1. Netflix dislikes account sharing. They'd rather have two people pay for two subscriptions. They're a business, and are in favor of higher subscription numbers. 2. Passkeys make account sharing harder. Customer behavior modeling probably suggests that some fraction of account share-ers would create new subscriptions if they switched to passkeys. 3. Of all the reasons Netflix is in favor or against passkeys, this reason is in favor of them, via 1. and 2.