I think the difference is that there is not really a Netflix-without-the-ads alternative for the same price. And if you are willing to pay a bit more, well, you can just pay for the higher tier of Netflix without ads.

With browsers on the other hand, it’s all free with virtually no barrier to switching. So I think people will defect away a lot more quickly when a browser starts to worsen in quality (especially since Chrome doesn’t have Daddy Microsoft to force users to use it by default)