This whole net neutrality debate is bullshit, and both Netflix and the telcos know it.
Let me lay it out for you:
---The ISPs---
ISPs want to advertise unlimited traffic, but don't want to raise the prices for all customers only to be able to sustain their Netflix users (which constitute their most bandwidth hungry users).
So ISPs want to hit Netflix for the cost of the extra traffic, Netflix will in turn hit their customers back, in effect these customers will be paying their ISPs for that extra traffic they're using in the form of higher Netflix fees.
However, the ISPs get to come with their hands clean, and keep advertising unlimited traffic (although they get customer-funded subsidies from their biggest traffic sources).
---Netflix---
They just want to lower their costs for intermediate parties and host CDN directly at every big ISP.
But they don't want to pay a lot (or anything about it), so they play the Net neutrality card in attempt to pressure the ISPs into getting into unprofitable for them arrangements.
...
So, did you notice me talking about net neutrality, fast lanes, slow lanes and so on? No. Because it's all bullshit demagoguery to cover up the basic issues of "who pays for that extra traffic":
- The ISP customers don't want to pay for it (they want unmetered traffic).
- The ISPs don't want to pay for it.
- Netflix doesn't want to pay for it.
But someone will have to, eventually. Customers will have to pay for the traffic they use, and Netflix will have to pay for their ISP CDN servers (as they're starting to, despite the whining).
And in the end none of those three parties: ISP, Netflix, customers, are innocent. So save me the righteousness, all right?