If I were one of their hardware partners for tablets I would not be happy at all with this news. First there is the rumored $80 fee per tablet for their RT OS and now a competing tablet. Not a good partner to have.
Thor & Captain America aren't available for streaming on Netflix in the USA. They are available in Canada. This explains the difference.
I'm fully entrenched in the Apple Ecosystem and I don't think I'd buy one. I have a 48" Sony that is only 3 years old. I've only bought two tv's in the last 12 years. Hooking a $99 appletv up to my tv works for me personally. I wonder how many folks are clamoring for this? Maybe they don't know they want it yet?