Yep. Netflix's complement is "content that is only/best experienced on Netflix." If they develop consumer tastes, and reduce costs, for content that is 4K and more suitable to stream than to distribute on physical media, they develop an ecosystem that becomes a natural organic sales channel.
Of course, they don't want to commoditize competitors to their complement. They're not sponsoring projects that are useful to amateur YouTubers, for instance. But enabling anime producers to move towards digital workflows is right up their alley.