[bjornsing]

Well... Isn't there a fundamental assumption in the network neutrality debate that cost per bit is zero or very low? At least that's the feeling I get from reading this discussion. People seem to think that cost comes mostly from IP transit, and implicitly that last-mile infrastructure cost is constant and sunk.

Well, that assumption is wrong for mobile, and to some extent for DOCSIS. Last-mile cost scales with traffic volume (and completely overshadows the cost of IP transit). That's why I think you'll see MNOs and MSOs fighting the hardest against network neutrality.