Very, very well said. Let's do some simple math to prove your point. Assume Comcast has about 10 Tbps of traffic at peak, single-counting all traffic that tra

Very, very well said. Let's do some simple math to prove your point. Assume Comcast has about 10 Tbps of traffic at peak, single-counting all traffic that transits AS 7922 (Comcast's national backbone network). [1] Now assume that a full 50% of that traffic is originated by Netflix, and the market price for transit is $2/mbps. The percentage is likely quite lower than that, and given 5 Tbps of traffic volume and coordination between the two networks to reduce the number of miles the bits need to be hauled by both networks, the per-megabit price is almost certainly quite a bit less. But even with these obviously flawed guesses, we're only talking about $120mm/year in costs. Netflix's worldwide revenue in 2013 was $4.3b [2]; Comcast's 2013 revenue from their US HSI business alone was $10.3b. [3] If 50% of Comcast's $10.3b business was in jeopardy, don't you think they'd find a way to absorb that $120mm? [1] http://as7922.peeringdb.com/ http://as7922.peeringdb.com/ [2] Netflix Q4 2013 earnings release, http://ir.netflix.com/results.cfm http://ir.netflix.com/results.cfm [3] Comcast 10-K filed 2/12/2014 (edited: formatting)