Netflix as a middleman actually doesn't have that much power. The studios are now mostly using Netflix to market sequels. They can drive up the licensing cost of popular content until they extract all the profit.

As a middleman, Netflix is great for the customer though - no need to have a half-dozen sign-ins and always need to remember which service has which series.

In other words, I think you're the opposite of right on competition on the Netflix front. A monopoly interface adds significant value and Netflix isn't currently able to gouge the customer - the studios do that instead.