I did too and summarized them perfectly.
To quote (replace Comcast with Verizon since your links all deal with comcast) in choosing their own route Netflix is demanding capital investment from Verizon they are unprepared to make (at the cost of poor netflix performance).
"In other words, Netflix is attaching a fire hose to the Comcast network, which is only equipped to handle connections the size of garden hoses. "
While Netflix argues regading their CDN
"Because it has its own CDN, Netflix doesn't need to rely on anyone else to deliver its video. What's more, the company believes that if it eliminates these other network hops between its servers and the home video subscriber, it can deliver the video faster and at a higher quality.
But Netflix has argued that the improvements in the quality of the video streaming to the broadband providers' customers is so valuable that broadband providers should not charge for the imbalance of traffic on their networks. After all, their customers are benefiting from the direct connection between Netflix and the broadband provider."
Which brings me back to both companies are acting on a spectrum between deception and lying.
The customer is losing. Please fix it.