The RFC also notes that the local-part MAY be case-sensitive (i.e. it's up to the host).
Edit: the host SHOULD ignore case: "a host that expects to receive mail SHOULD avoid defining mailboxes where [...] Local-part is case-sensitive".
(Similarly, although the RFC does say hosts shouldn't have case-sensitive local-parts, it doesn't say that senders can assume that local-parts are case-insensitive.)
But I also see his point about how this can confuse users who don't realize this or are not using this behavior intentionally.
They absolutely could. Netflix can't assume they are or they aren't. Which means Netflix is doing the correct thing here. All they can know is that the emails are potentially different and so they should treat them as different emails.