Your comment misses one of the two key points of the original post: the level of consolidation between ISPs and content providers is unprecedented and the merge

Your comment misses one of the two key points of the original post: the level of consolidation between ISPs and content providers is unprecedented and the merger between AT&T and Time Warner makes that even worse. Competitors which are solely ISPs or solely content providers will not be able to compete due to the advantage this newly vertically integrated company has in both arenas. The article is saying the only way to avert the catastrophe of a complete monopoly over both content and Internet access is for companies like Google and Netflix to "fight fire with fire" by becoming vertically integrated ISP/Content companies themselves. This is not a case of market dominance through technological innovation, which is generally hard to predict, but rather a completely predictable result of old-school vertical monopoly. It's Econ 101 stuff and is not specific to the Internet at all.