I think you're right about a lot of things in this post, but the one thing I disagree with is that internet traffic is going to continually follow an exponentia

I think you're right about a lot of things in this post, but the one thing I disagree with is that internet traffic is going to continually follow an exponential growth curve. The main driver behind increased internet traffic is the migration from television to internet for video content. I think that trend is going to continue over the next decade or so until everyone uses the internet for video content. But after that I think you'll see internet traffic level off to an extent. ISPs need to build out their systems to handle that. I can't see anything else causing a dramatic rise in traffic so once they build out their system to handle video content it should be good for awhile. Unfortunately, most ISPs are also cable companies, so naturally they are resistant to spending money just to shoot themselves in the foot. But this trend is going to continue whether they like it or not. It's probably going to be a really painful process for the ISPs and their customers. Netflix is going to be trapped in the middle. The ISPs will want to choke netflix out and take over their business. With net neutrality gone they just might.It's going to take some good PR and strategy for netflix to come out of this fight alive. If I was a betting man I'd say they'll put up a good fight but eventually be bought out by one of the big ISPs.