Startup media companies can only win when this happens
Jeremy Liew
1206

A full fledged new media explosion would probably require a brand new media pipeline. Cable channels took off back in the day because cable installations grew exponentially. I remember well the wonder of switching from a half-dozen fuzzy broadcast channels, to dozens and dozens of crystal clear alternatives. The difference represented an improvement of several orders of magnitude. It is no wonder the cable content providers made so much money.

Since then those cable pipelines have grown in capacity, but let’s face it, (at least in the home) coax rules in many markets. We may manage to drop our channel count to stream more video, but underneath it all, the cable provider sets the toll (and for many, it’s a significant chunk of change). And certainly data costs and restrictions wrapped up in cellphone charges, do not resolve the issue.

Show me a high-bandwidth, highly distributed, lower capital cost (relative to LTE), totally ubiquitous IP access mechanism; and that will be the harbinger of a massive media transformation.

I have thought all along this is what Apple needed to make their next exponential move, but perhaps so far the alternative does not exist in a deployable form.

Nevertheless, the company that can double my bandwidth, cut my cell bill in half (or eliminate my cable bill), lift all data volume restrictions, and provide solid access in my semi-rural home; that’s where I will rush to participate in the media/internet/AR world of the future.