> Having enough capacity to meet the streaming demand of your current customers during peak times is a solvable problem that doesn't require a full gigabit for everybody, all the time.

With adaptive streaming technology, there is not such thing as "today streaming demand"

If whenever you raise the pipe size, it is automatically filled by an higher resolution/quality/bitrate stream, it is a never ending game.

What I mean is that, whatever the state/quality of ISP networks is or could have been, we are doomed to face that "Netflix problem". If networks were better, then Netflix would already offer 4k or dual/triple HD streams and so there would be saturation anyway.

> (Ironically, and despite its protestations, Netflix's ability to pay this rent is a barrier to entry for its own future competitors.)

Actually, moving all Netflix traffic to private pipes will free the shared ones, so a new freeloader can use them and cut Netflix prices ;)