Comcast: Without Time Warner Cable, we can’t compete against Google, Netflix
100%, irrefutable evidence that they simply don't get it: Comcast, you ignorant schmuck, you're NOT in competition with Google *or* Netflix.
You are a dumb pipe. Be a dump pipe.
Sit down, shut up and listen for a minute: All your customers want is a dumb pipe. Those who don't are the ones who don't already subscribe to your broadband internet because THEY DON'T USE THE INTERNET, or get it from another provider (if there's an option) but the other 80% of your client base want one thing and one thing only: a dumb pipe to serve them the content they want, the way they want it, on demand.
You aren't in competition with Google or Netflix. You are the means by which those services are accessed. Try to do a really good job at being *just* that, and you'll be very successful. Try to compete and you will fail.
*Edit* Comcast, I just want to remind you of the origin of the name "Google", which is googol, a 1 followed by 100 zeros. In the grand scheme of content and competition you are but a zero on the end of a very, very long trail of zeros.
Good companies usually started out doing something very different than what they ultimately became successful doing; this is known as diversifying and adapting. Bad companies stick with a failing business model and stubbornly bury themselves in their pride, and predictably collapse under its weight.
Learn to adapt or die.