I agree the effects won't be felt directly and probably not associated with the correct source. For example, if tiny startups have a hard time getting off the ground against competitors who have market power to get good rates from the ISPs, it will be hard to even notice the lack of something disruptive.

For example, will people notice the lack of a really great Netflix competitor that would have gotten off the ground? What about the new best search engine to topple Google Search that died out of the gates?