"Given that Netflix has many options to buy transit from many different transit providers, why would they pay more? They wouldn’t."

Spot on. This is why most reporting about the issue has been wrong. Granted this article isn't perfect, its shows much more insight than others.

What I appreciated was they he calls himself out for not being a true expert, but did his best to understand the situation.

No kidding. His take was much more accurate than others AFAIK.

I love how this was pushed to the bottom.