Fascinating, thank you for this analysis! Currently pining for release of an updated Apple TV, which will have an SoC capable of hardware AV1 decode. It'd be great to hear from someone at Netflix about the unexpected Bojack Horseman results. I'd bet that Netflix just isn't yet taking advantage of AV1 features designed especially for this kind of animation and synthetic content.
What benefit would a new appleTV have other than reduced bandwidth usage?
In terms of AV1 support, YouTube often only does 4K with AV1 so that's an issue for people.
Personally, I'd love to see an Apple TV that was great for gaming. New Apple processors have hardware ray tracing and decent gaming performance.
I think it's also likely that Apple will try and make an Apple TV that will support next-gen Siri and on-device AI stuff. Yes, you can complain about Apple's AI delays, but Apple's probably looking toward an Apple TV that can support their AI models.
In some ways, "what benefit would a new have?" Sometimes we don't know until we have it and people start using it.