Right, they've got the most capital and the most content. Netflix doesn't own the rights to stream all the movies they rent, and again, I don't think they rent 3D movies. So, unless they really pushed it for the 3DS and the handfull of people with Netflix hooked up to a 3D TV, I don't think they'll be 3D out of the gate. However, it would make sense for the studios to let Netflix take a chunk of the risk with the streaming service, but I'd think they'd charge a premium (like an extra dollar a month for the service).
Anyway, I'm sticking with Disney. They wanna put ESPN where you are and make some returns on their 3D investment.