Karl Denninger has had some very insightful columns on just that, I’ll try to summarize: Netflix has so far been getting a free ride as the first mover in their space. Their very model of needing uninterrupted high bandwidth connections to their customers is not what the net is designed for; under so-called net neutrality they get to go on freeloading, and as more companies offer similar products, the bandwidth demands increase still more and, as it stands, we all get to pay through our ISPs whether we are using Netflix or not. Kind of de facto socialism.
Hmmm ... I’ll check it out. To be honest I haven’t been following the Netflix issue too much. I got pissed at cable companies during the early days of voice over IP. Skype was the first successful Internet calls company not for the reason that it was better than others, but because it cleverly hid their traffic so cable companies could not sabotage it as they did to other VoIP programs.