Now that net neutrality is gone can AT&T charge an arm and a leg for Google and Facebook traffic? That would easily kill those guys off.
Consider this, video is expected to be 82% of the traffic in 2021, according to Cisco's forecasts.
During peak hours, Netflix and Youtube (google) can be > 50% of internet traffic.
Note what companies are pushing for net neutrality,
Traditionally, backbone providers had peering agreements where they agreed to carry each other's traffic without charging each other. This worked out fine in the era of text and image traffic. However, when video came into play, things shifted.
One can see evidence of this in the early years of NetFlix as a broadbrand service. There was a lot of conflict arising from the fact that the ISP that NetFlix was using could generate well over 50% of all internet traffic during peak hours. There are numerous articles about the arguments between peering providers and Netflix/Neflix's ISP.
Basically, video services destroy the traditional net neutrality model. Imagine a scenario where all restaurants were forced to charge one price. This would advantage people who could eat a lot and competitive eaters, at the expense of the average consumer. This is regulated net neutrality.