The study commissioned by the Internet Innovation Alliance that showed the Internet running out of capacity by the next decade is coming under criticism as favoring the telco perspective. We believe that the study’s conclusions on Internet capacity shortfall are likely inaccurate since they do not take into account the metro nature of most content traffic and the impact of CDNs. However, we do believe that the Internet is threatened by an imbalance of demand and supply created by the over-the-top players and the all-you-can-eat pricing model. The issue is at the heart of the net neutrality debate, but public policy to prevent access and Internet providers from earning a fair ROI would simply stifle broadband deployment. It is clear that work is needed to develop a useful balance of interest here.