Internet Boiling Down to a Few Big Players
October 19, 2009
Short honk: Network World ran a story which struck me as 9/10ths marketing. The story was “The Internet Has Shifted under Our Feet”. I found some of the assertions in the article quite interesting but there was no source for the factoids. First, 30 companies consume (maybe account for) 30 percent of the Internet traffic. Second, more interconnections means more traffic will be moved locally. This is an interesting idea and I think it is good news for content delivery networks. Finally, “Traffic these days is concentrated on a small number of Web and video protocols, while peer-to-peer traffic has nosedived in the past two years.” In short, the Internet may become the province of a handful of companies just as the US auto industry boiled down to a couple of viable outfits.
Stephen Arnold, October 19, 200
I wrote this for a VC type who bought me lunch.
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