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That's just a stealth price increase that they can implement without admitting they're raising prices.
I think it is a little different. They might even want you to not pay for it if you are a prolific user of Prime Videos.
It's exactly this. Netflix makes more money from the average basic+ads user than they do from someone on the standard plan. It's incremental revenue from all users that even occasionally use the service, and invisible to those that pay for Prime but don't care about Prime Video.
If you pay directly for Prime Video only, it's a little different.