They are dreaming. We are thinking about throttling them here right now. Why should we let all those other sites suffer due to one service using nearly 75% of our bandwidth. Let them fix their busted streaming model to include some caching ability.
Surely you're not talking about Netflix? If you're an ISP, Netflix will peer with you for free at 8 major POPs. They will even give you caching servers to put at your border. If one service is consuming 75% of your transit, someone probably does have a busted model but it isn't Netflix.