The problem is that you can't model the ISP portion as something with fixed costs to build and then small marginal costs of moving bits around. Building it out

The problem is that you can't model the ISP portion as something with fixed costs to build and then small marginal costs of moving bits around. Building it out is the primary cost to the ISP portion and we, the customers, rightly demand they keep on doing it. They have to always keep on building more capacity. You can't say "okay, now they have stopped building capacity, it's all rent-seeking from here." The actual electrical cost to move the bits back and forth is nil. It's making sure that half the people in the neighborhood can use Netflix at 7pm two years from tomorrow that requires them to spend money today.