I disagree with your first comment (they're not poaching assets just because they're making bank), and agree with the second (cable companies missed the first streaming boat and are trying to get it back into the harbor so that they can launch theirs). I've never cared for Time Warner, but good gosh I love Netflix.
Disagree all you want but the facts remain. They are not paying the true cost of their distribution costs and that model cannot be sustained since level 3 or comcast, VZ or anyone else in the connection business isn’t going to tolerate having to carry larger amounts of traffic without getting paid. How they collect it will likely be a degraded service or higher fees across the subscriber base.