@monkbent great post. But compare capex for PG&E (1 state) w/CMCSA. Not as far off as you'd think. Agree objective function changes rapidly
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@fuelcut that’s because the infrastructure is already built out -
@monkbent that's like saying we've had coax in the ground for a long time -
@fuelcut yep. But competitors have to lay their own coax -
@monkbent fiber can be shared. sweden is an interesting case study http://www.econstor.eu/bitstream/10419/88544/1/774543892.pdf …
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@monkbent@stratechery Hugely insightful piece - an eloquent articulation of the 'iron triangle' of net neutrality when you talk tradeoffs - End of conversation
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@monkbent@stratechery@jsnell the NetFlix issue has *nothing* to do with "net neutrality." Conflating peering with net neutrality is noise -
@insane_irish did you read the article?
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@monkbent excellent essay. One minor nit: I heard it among contractors here as “cheap, fast, or good — pick two” not one. -
@cellphonelaw doh! That’s what I meant. Thanks
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@stratechery can you DM me contact info so I can expound why…uh at least how…your usual insight let you down here?Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent Interesting but whats the diff/need for both sides to pay for bandwidth?Thanks. Twitter will use this to make your timeline better. UndoUndo
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