I burned through 2 entire seasons of Walking Dead on Netflix on the Surface. Definitely prefer it compare to the Netflix app on my TV, Xbox, and the browser(ugh!).
When more stuff like HBO, Showtimes, etc are available I would definitely see the Metro thing replacing my HTPC setup. Add Kinect support Microsoft!
I've actually been surprised how often I am using "apps" rather than the web version on a full blown Win8 box that does NOT have touch.