[paulddraper]

But renters don't have market share.

If you're Amazon (Dropbox), you have a strong position to negotiate better shipping (network) rates from FedEx and UPS (ISPs).

[tomrod]

Depending on how many companies you negotiate with (monopoly vs. monopsony).

[Jtsummers]

And whether they’re competitors with each other. ISPs are largely regional monopolies so you can’t play them off each other as easily. They have the stronger bargaining position. Certainly stronger than Dropbox (people don’t buy internet service for Dropbox alone).