Well, when you are in business you try to stay in business. As more and more content becomes "deliver over network" and more and more is DLC with only one user able to access the required DLC (killing rental and resale), the physical disk business (for both GameFly and Netflix) is drying up. GameFly will go out of business, drastically downsize, or convert to another method of making money within a couple of years. They might as well try to grab as much capital as they can from their declining business so that they can fund new business development efforts and keep their people employed. If getting a lower postal rate helps them do that, then that is what they will try to do.