I can't tell if this is defeatist or just insane. Who cares if he envisioned Netflix in the past, his comments are in the light of the present. So yeah, I'm sure bandwidth needs of today - and he's pretty smart, so I'm gonna go with tomorrow - are probably considered in his statement.
But we're not talking about consumption, we're talking about the speed at which I can consume. If you pay for 1G/m and I pay for 1TB/m at 100mbps, I expect all content, no matter it's nature, be delivered at the same maximum capacity reaching 100mbps to you and me equally, no matter the content. I already pay more to be able to stream a mass of content but we still should enjoy equality of delivery of the content we choose to engage in, without a middle party deciding which of that is more important for us.