@drewg123 starts discussing this section at 4:21 in the presentation: https://www.youtube.com/watch?v=WzfADu1qyAM&t=261 ("we had this mandate that we had to start encrypting communications between our servers and our clients")
Netflix announced the change in 2016, citing viewer privacy from eavesdropping: https://netflixtechblog.com/protecting-netflix-viewing-priva...
However, I wonder if the mandate was led by Apple. It looks like it was 2015 (at iOS 9.0 / macOS 10.11) that Apple began requiring that network connections made by apps use TLS. While exceptions are allowed, they are discouraged and require a justification for App Store review: https://developer.apple.com/documentation/security/preventin...