Waze takes a common good and degrades it for the benefit of its customers. There is no fiduciary or legal agreement between Waze and the neighborhoods it destroys. Netflix et. al. take the agreed-upon financial agreement granted to a for-profit cartel and maximize their profits within that framework. The for-profit cartel then argues that the terms of their agreement aren't maximally profitable to them therefore they're going to renegotiate because they have a cartel and fuck you what are you going to do about it. To make your analogy make sense, the City of Los Angeles would have to suddenly decide that roads are a private good maintained by "service providers" who collect property taxes from homeowners and then start billing people who use the roads based on their mileage and usage. THAT is net neutrality.