Looked at the host serving my Netflix streams today and noticed something new.
No clue if money is changing hands or not, and the return path is what actually matters, but it appears that Comcast and Netflix have reached some sort of agreement regarding direct interconnection.
$ traceroute -a 198.45.63.164
traceroute to 198.45.63.164 (198.45.63.164), 64 hops max, 52 byte packets
(hops 1-2 redacted)