To clarify, the author uses CDNs to indicate the content silos that are goog, appl, amzn, fb, etc., which is not traditional usage.
But in light of this, I see him as essentially correct. Any one of them could demand payment from ISPs for their content (their endusers would revolt otherwise). The new willingness to dismantle "net neutrality" does not hurt any of them, only startups. And, as for the carriers, cablecos, telcos, etc, their window of monopoly is over, they should have invested in content when they had the chance.
