I just want to point out how genius this is. Comcast, I suspect, spends 99% of its time thinking about psychology and pricing. They know that they want to cont

I just want to point out how genius this is. Comcast, I suspect, spends 99% of its time thinking about psychology and pricing. They know that they want to continue to get about $150/mo from every American family. All they are doing is back-plotting how to get there. First, they start squeezing corporate network participants. But that won't get them all the way there, and there's a regulatory risk there too. They've already signed ad hoc net-neut agreements that limit this approach. So they will definitely have to squeeze consumers. But they've been selling "Internet at y Mbps" for decades now. They can't just flip to "10 GB / 50 GB / 100 GB / 500 GB Internet." Consumers (i.e. voters) would be outraged, and they would lose the TWC deal, which is key to their 'Don't Be a Dumb Pipe Company' strategy. But they need to sew the seeds. So what do they do first? A discount for less usage, rather than a surcharge for more usage. Same thing, different words. If it's well tolerated, they'll steepen the gradient. CMCSA is at a delicate liminal point. They are threading the needle brilliantly. Who would have thought that the American consumer would shift his media consumption habits with whiplash rapidity away from cable and broadcast TV, but that Comcast would survive in basically the exact same position?