You'd be wrong. About 2 years ago, Netflix switched to using Level3 as their primary ISP. The peering between Comcast and Level3 became saturated, and Comcast declined to increase bandwidth at the peering point without being paid, and also declined to install netflix's CDN boxes somewhere on their network without being paid. The question of "who pays who" is kinda complicated between ISPs, payments are rather high, and comcast managed to reverse it's position/relationships in that space, because they have a monopoly on the users in their territory. They also hate competition from netflix more than from the others you mention, it's a more complete replacement for their video offerings.