This would be really huge. I'd love to see it working but I have a lot of technical doubts:
1. What makes Netflix great above other streaming companies tech-wise is using edge caching, which won't work at all with games.
2. They could somehow reach an agreement with AWS to have PS4/PS5 racks on there but that's not the same as AWS adding Apple hardware to their datacenters. In that case there was an AWS product that required it, not a client.
3. Even if the agreement in the previous point is reached, having infrastructure to support 200M users from night to day is not a small feat. Even more seeing the chip shortage. I can see a gradual rollout which means the numbers won't be as big as Sony fanboys would like to claim Gamepass dead
4. Not all Netflix players are able to sync to a dualsense controller. Further limiting the number of available users.
5. It's a radically different approach to what Netflix is used to, which is having a reduced core infrastructure with a really expansive edge-caching one.
As I said before, I'd love to see it working. It would be an earthquake of a bigger magnitude than when Microsoft bought Bethesda. Those are most probably placeholders to show how it'd work and nothing else, though.