Netflix is there, but what does the Comcast deal imply? Maybe Netflix's calculation is that they're big enough to sustain paying Comcast's toll, and that agreeing to pay it helps add a barrier to competitors behind them. If that's the case, then the consumers lose because they're paying higher, hidden, overhead vs what they would pay in a more competitive market. With insufficiently transparent choices for the end consumer, one big driver for efficiency disappears.
