I think we&#x27;re muddying the waters here if we equate <i>mobile ISPs</i> with <i>cable ISPs</i> like Comcast.<p>Comcast would like nothing more than charge people <i>more</i> for using Netflix, because it&#x27;s causing large load on their last mile connections that they have hopelessly oversubscribed while promising ever higher bandwidth. Netflix will peer and install cache appliances, but they aren&#x27;t going to dig up the trenches in Kentucky to beef up the cable connections and backbones. As such, everything that will make Netflix perform better on Comcasts network will just lead to more Netflix use and more load on their last mile.<p>Meanwhile, they can&#x27;t sell people a Binge-On because who the hell wants to watch Netflix at sub-DVD bitrates at home?