Re: geographical and "telco-political"
While that's all true, there's something else at work here. For a US resident, I live in a sweet spot for ISP cable competition: the DC metropolitan area. Comcast and Verizon BOTH have the area wired for high speed service, plus there are a number of other players in the area. Even so, Verizon is not delivering Netflix adequately. Until a few months ago, the same was true with Comcast. Which doesn't mean those problems won't need to be solved to get reliable high speed streaming to rural customers, only that even if they had that service Netflix would still be an issue. In fact, if Brett Glass is correct, the issue will be more pronounced in high density metropolitan areas than low density rural ones, simply because there will be a higher likelihood of parallel streams in the high density area.