If the big companies account for 50%+ of traffic, then it would seem the telcos are selling a service to access the big companies... meaning they should probably foot the bill for access, or not provide access (and lose customers to competitors who do). If they sell an "upto <blah>mbps" service, they should expect people to want to use it - irrespective of the origin of the data - even if the business model is to sell an over subscribed/contended service for as much as they can get away with... the inter-connects are the price of providing a service. There are no options to buy "cheap internet, but without tiktok, youtube, facebook and netflix" - even though there are some that might actually like the option.
It sounds like a rerun of the net neutrality stuff in the US that got talked about a few years back, where the ISPs didn't want to just provide dumb pipes, but were also trying to "add value" with their own TV services (or whatever).
Whatever happens, customers will pay more to cover these new costs because either their netflix sub will go up or their telco sub will... because neither of those two groups of companies ever try to price gouge at every available opportunity...
Biting the hand that feeds IT
