Not to mention "charge extra for Netflix" could also mean they are working on some sort of agreement with Netflix whereby AT&T resells the service as part of some package.
Let's enumerate the possible ways this could be wrong:
1. The OP is lying to us or misremembering the discussion with the rep.
2. The OP misunderstood the rep's explanation of the new policy.
3. The rep was lying to the OP.
4. The rep misunderstood the new policy or thought there was a new policy when there wasn't.
5. The rep was reporting something that he felt was likely but didn't actually have any evidence for.
6. The rep thought the OP was a clueless non-technical user and said what he did so the OP didn't think Netflix was free.
There is no reason whatsoever to post this (or vote it up) without evidence. Of course it's just a rumor. That's what rumor means, a story without evidence. I know I'm supposed to say this, but I flagged it, and I hope other users will do the same. Do we really want an HN of people posting theories unsupported by even the slightest shred of evidence?