I've seen this argument about Netflix's oversized traffic slice, but it always seems to me like it should mean the opposite: if Netflix is 35% of the reason people sign up for broadband, isn't Netflix making broadband more valuable? People are willing to pay more for broadband because Netflix makes it worth more to them. So shouldn't the broadband providers be paying Netflix rather than the other way around? You never hear the cable TV providers complaining that a particular channel has gotten too popular. What's different here?