Talking about conflicts of interest in the attention economy is like talking about conflicts of interest in the money economy. If the introduction of the concept doesn’t clarify anything functionally then it’s a giveaway that you’re broadening the discussion to avoid losing the point.
You forgot to do Oracle and Tesla.
It's a well established concept and was supported with a concrete example. If you don't feel inclined to address my points, I'm certainly not obligated to dance to your tune.
Attempting to run ads like Google and Facebook would bring Netflix into direct competition with them, and he knows he doesn’t have the relationships or company structure to support it.
He is explicitly saying they don’t compete. And they don’t.