If not an "enemy", a competitor. Apple has Apple TV, Google has YouTube Originals of course but I see Google partnering with Netflix much more than I see Apple doing so

Google is also very bad at making its different divisions work together.

Which is pretty neat when you work on a competing product (and way better than having them use their dominant position to help prop up a new product).

I worked on a music streaming service for a long time. We had a stellar relationship with Google.

It felt a bit weird that they did not push Play Music more .. in my opinion it was at one time a great music service. Still, we did not complain.

Apple on the other end sees everything iTunes related as mission critical and working with them was a nightmare.

So, not surprised to see AndroidTV (which afaik has no relationship with youtube people) partnering with netflix.

And looking from the outside.

The Apple TV app works with third party providers along with Siri.

And Apple participates in Movies Anywhere. If you buy a movie from a participating studio from either Amazon, Google or Vudu, among others, it’s counted as a purchase in iTunes. The same is true in the other direction.

How much more “partnering” can you have than Netflix being one of the first streaming apps on the iPad and the third Gen AppleTV - which didn’t have an App Store.

There isn’t quite the integration between Netflix and the TV app as there is with other providers only because Netflix didn’t want it. But if you search for a movie in the TV app and the movie is available from both Apple and Netflix, they will show you it’s available in Netflix instead of trying to get you to buy it.

Apple sells hardware. You can’t sell streaming hardware that doesn’t work well with Netflix.

I doubt Apple sees AppleTV+ by itself as a profit generator any more than Amazon sees Amazon Prime as a revenue provider. It just makes the bundle more attractive which gets more people into the ecosystem.

Apple and Amazon have all types of bundle deals/discounts if you buy other streaming services within their apps.