I think your comment is right on the money. The devil is undoubtedly in the details here. We know netflix just switched away from akamai for video cdn to l3. As

I think your comment is right on the money. The devil is undoubtedly in the details here. We know netflix just switched away from akamai for video cdn to l3. Aside from scale, it's easy to guess one of the major reasons was price - akamai is one of the highest cost providers and L3 has been aggressively bidding on work. We also know that akamai has way more POPs or at least caching locations (2000+ is the pr) and is very well positioned to locally deliver on comcast. L3 video CDN in contrast is more in the dozen or two POP range, and several of those may not yet be up to the weight of netflix traffic. If comcast is going to have to handle a ton more national traffic themselves because netflix is saving money by switching to L3 it only makes sense for comcast to try to offset those costs by charging for transit. What if I started CheapoStreamCo and started undercutting everyone in the business, but the only place I was on net was NYIIX. Think I'd be getting settlement free deals? Hell no.