>Sure, they can afford the deals with carriers this year, and next. But once they're locked-in the fees will just keep rising. Why wouldn't Comcast, for example

>Sure, they can afford the deals with carriers this year, and next. But once they're locked-in the fees will just keep rising. Why wouldn't Comcast, for example, keep raising the preferred-bits delivery fee? They'd be negligent not to do so. This would mean the barrier of entry goes higher and higher. As long as they are not priced out by Comcast, Netflix will enjoy virtually no competition from smaller players.