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That "explanation" is the biggest joke.

Seriously, why can't companies just behave normal when Apple enters a market?

Yeah, shouldn't the same logic apply to Chromecast?
It is ironic that Netflix uses a feature provided by Apple to boycott Apple.
I bought a 2 HomePods so I could use them to stream audio from my iOS devices and computers, which I plug into my TV. Fortunately I returned them (due to unimpressive sound quality and the inability to play a stereo pair from MacOS, except via iTunes) before this happened, because I would be very upset if I had sunk hundreds of dollars into a setup that all of a sudden didn't work.

I would understand if Netflix decided not to add support for a new version of Airplay when it comes out, but killing off all Airplay? There's no reason for that.

I have been considering taking a break from Netflix and instead subscribing to Hulu w/o ads, and I think this is the final straw. I'll probably come back eventually, but I won't be as loyal of a customer after this ill-considered move.