[Afforess]

>In the specific case of Comcast and Time Warner, it is difficult to predict exactly how much additional leverage this will create, but as it turns out, these two ISPs are already in markets where they are not competing with one another, so this specific merger is unlikely to dramatically change the current situation.

This does not follow. A larger ISP with more market share, regardless of the state of the competition, can extract larger peering agreements. So this merge would absolutely make the current situation for Netflix worse and other peering agreements more expensive.