Eventually these pay sites (iTunes, Amazon Music, Xbox Live, etc) will strike a deal with Comcast to exclude their traffic from the caps by profit sharing. This is exactly what Comcast and others have wanted from day one.
I don't see that happening in the near future. Why would companies that offer content want to pay comcast? I mean why would they want to pay comcast to use thier lines to offer content to comcast subscribers? This is a step back for high-bandwith applications and the users who use them.