Yeah HomeKit use is definitely worth upgrading and was a big part of me getting an Apple TV when looking for a new streaming device. Also because the latest 4k model 128gb version also has thread on board. It may not be used widely yet, but accessories are starting to trickle out with thread and it’s nice to have a powerful HomeKit hub with thread built in that they could connect to. Camera performance is a lot better with Apple TV as a hub than my HomePod as the hub.
Coincidences happen and this isn’t too far fetched.