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I think that's actually essential in making this possible. If consumers could walk away from their ISP, then if that ISP actually started throttling Netflix, all of those consumers would leave for an ISP that didn't do that.

That's the reason for the asymmetry in the second diagram that was not present in the first.

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> If consumers could walk away from their ISP, then if that ISP actually started throttling Netflix, all of those consumers would leave for an ISP that didn't do that.

That's true for Netflix and a few larger sites. But for the other 90% of sites there aren't enough customers who would switch for ISPs to care.

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