BTW I really don't disagree with you or the other side, something is missing
1. I agree it's really a win for all
2. Verizon and Redbox have Instant
3. This "OpenConnect" CDN, I don't care what's it's called - is something that Netflix would normally have to PAY Verizon to connect to. - just as Netflix PAYS Level 3. So offering this new CDN for "free" is not an incentive for Verizon.
4. Verizon Owns and Operates this place:
Miami, FL: NAP Of The Americas
Verizon can freely peer with almost anyone if they wanted to. But they don't. That's how the Internet works. The Tier 1's are all friends. The others have to pay the Tier 1's if they want to connect.