While I liked Cringley’s speculation on Google. Andrew doesn’t buy it and he digs hard into the details. Enjoy;-)
Everyone talks about the explosion in Video traffic. Everyone talks about the explosion in the bandwidth required to carry it. No one’talks about who is going to pay for it. There is one likely source: transit bandwidth inflation.
Robert X. Cringely is hit or miss as far as I’m concerned. He’s on a rant lately about how Google (GOOG) is secretly planning to control the universe by purchasing dark fiber. I don’t buy it. However, the benefit of his frequent delusions’are the interesting’sources he uses to make his arguments. […]
(Via Nyquist Capital.)