The spec contains diagrams and descriptions that have been acknowledged by its authors to be factually incorrect. EME pretends to be an in-browser thing, rather than hardware+kernel "hard" DRM. The spec proponents stated that they'll never use the scheme in the spec, and the "hard" DRM is the key feature they're after.
There have been a lot of process shenanigans: e.g. during likely the biggest disagreement in the history of W3C, the chair of the HTML WG announced that there is a consensus in the group about EME, and it can proceed further. Then the EME part has been moved out of public HTML WG to a closed-doors group.
So it wasn't merely Google+Netflix saying "we'll do it anyway". It was a subversion and corruption of the W3C itself.