Excellent point. It's specifically why I think seeking cash from OTT service providers is a really bad idea. As soon as someone creates a popular service, the carriers will immediately be able to create a competitive service with underlying cost advantages.
I also believe there will never be equity in Tier 2. The bigger you are the better deal you'll get. (...even if the Duke brothers let you run their firm, the "old money" establishment will do everything to get rid of you...)
In another post I believe it would be far better to meter users and force us to pay. At least its out in the open and consumers maintain control. Granted, we're sometimes sheep when it comes to speaking with our wallets but I'd rather get extorted once rather than twice (once from the carrier and again from the big, established service/content providers/creators who muscle out the little buy by negotiating better deals due to their size. This is like the Wal-Mart effect all over again.)