Completely agree, I think one great thing that Netflix has done over the other competitors is that they’re a tech company at heart, not a content company.
As such, they thought about how to optimize cost and quality of delivery much more than HBO (and others) did/do. This is both a good thing for their bottom line, but also for consumers. I find Netflix loads significantly faster than other competitors, even Prime video which has the backbone of AWS behind it!
Sure, at the end of the day the most compelling content wins, but after that, quality of service is super important.