That's not true - fees have already started to get raised on them. Starz for example got 30M a year in their first deal, and demanded more than $500 for their next. It's why Starz content is no longer on NF.
And as far as their model - they are just a different version of Cable and Sat. A non-telco on demand IPTV service is the most apt comparison. Its equally as valid if they can figure out how to get more content. And they'll figure that out quickly if Viacom and the like are no longer feeling beholden to their Cable/Sat partners. The only reason they stay away from netflix now if their traditional bed fellows prefer that they do so. But that changes if D* is no longer in the picture.
You just made my point. They fail quickly when the prices go up. And, no, they are not the same model. They do not own the pipeline which cable and satellite do. Huge difference.