Put another way, if I pay Comcast for XX mbps, it should be possible for some company to send me data at XX mbps without paying Comcast. Otherwise what exactly am I paying for?
One solution would be to force last-mile ISPs to designate a location for each customer (for example "all Manhattan subscribers => 60 Hudson St") where Netflix etc could peer without settlement only with those customers. Comcast doesn't have to carry Netflix's traffic across the country, just from the nearest IX to the customer. If the customer monthly fees don't cover that, what exactly are they paying for? Any VOD offerings from Comcast would be required to routed through the same points, without routing preference over 3rd party traffic like Netflix.
In some sense, that would be a light version of forced cable leasing, since instead of movies, a service could offer a vpn/tunnel to general internet access with better transit provisioning than the last-mile ISP.