While I think it's good to have a healthy skepticism of Netflix here, I feel like my desires as a consumer and their desires as a merchant are well aligned. They want to stream HD movies and TV shows right to my home at a fast speed (because this makes their product competitive with traditional cable TV), and I want that, too.
Google falls into the same camp. They want to have reliable streams for their YouTube videos, and me, too! I want the product these guys are selling, I want to pay for it with my monthly fees and add views, they are giving me something I desire.
What none of us want is Comcast, Time Warner, and Verizon choking the network speed of Netflix's or Google's stream.
So it doesn't need to be a strong alliance, but here, we are aligned. What's good for them is good for me. It might not be good for the people who own the wires, but they should be regulated as a common carrier and a utility anyway, since they are providing an essential service.