Comparing themselves to an ISP does not do anybody any favors. It just confuses the issue. ISPs should treat all their customers (and their traffic) the same for reasons that do not apply to Stripe, and do not apply to the market Stripe is in.
For sure; they're different -- our argument isn't that ISPs should treat traffic equally for reasons that apply to Stripe. In mentioning Stripe, I think Jon was simply saying that we spend a lot of time thinking about platform neutrality in general since it's an issue that does (in other ways) have a bearing on what we do.