I think you're missing the implication of the point.
If there is 'a lot of competition' - it makes cartel-like or colluding behaviour among carriers difficult, thereby facilitating de-facto net-neutrality.
Customers don't have to be aware of it.
And it's a reasonable argument: ensuring healthy and fair competition is almost always better than legislative controls, usually because regulations are often poorly conceived and effectuated, or at least, the market changes rapidly and the regulations fail to adapt.
I think that a reasonable net-neutrality law should probably be made both in Europe and in the US, that said, I'm weary of it being too onerous.
My position is also pragmatic: 'more competition' is unlikely in an industry with such massive barriers to entry etc..