Came here to say this, especially in the context of his Portugal argument -- sure, consumers in that context can pay less and have restricted access to a select few services.

But that's the exact anti-competitive problem -- it's effectively incentivizing non-usage of new services that'd effectively compete with the packaged ones if given a level playing field to do so. If I buy the Netflix package because all I use the Internet for is streaming movies/films, a startup that'd somehow give me that utility in a better way wouldn't be worth switching to the full/unlimited package for.