I'm curious what Netflix has in the works to move off of Silverlight. I remember reading that their biggest problem with HTML5 players was the lack of good DRM options to please the studios.
Someone needs to explain to the studios about how computers are really great at copying stuff, which means DRM only ever has to be broken once by one person, and it doesn't matter if it's Netflix or Blu-ray or HBO.
The only thing Netflix needs to do is make it inconvenient to rip the stream, i.e. more difficult than downloading the same thing as a torrent. Anything more is pointless.
Likely what they do on every other platform already; a sandboxed HTML5 "native" app. They could also take the NaCl route like they do for ChromeOS; but I don't think NaCl is available in plugin form yet (not that it matters for Win8; plugins of any kind are verboten in Metro mode)