We are too small for Netflix to ever reach out to us, so this was perfect.
I remember Comcast whining about their transit traffic getting saturated by Netflix during the first big Net Neutrality fight. Open Connect solved their problems for the price of electricity to run the box. That wouldn't allow Comcast to hold their customers hostage from Netflix though.
Does netflix care about how much traffic they are directly serving vs how much is hitting caching servers? Are they playing chicken with the ISPs hoping the ISPs will blink first and put caching servers servers onsite for free?
Netflix can be more stable, and can save on bandwidth in their own DCs.
ISP can save a lot of egress bandwidth by having Netflix inside their infrastructure.
I would be surprised if any of the parties payed. It's a great strategy to have the ISPs on board with this