Granted, we made the same evaluation about Wowza a decade ago, but it turned out to be useful as a small piece of a large system. Given how much Twitch has gro

Granted, we made the same evaluation about Wowza a decade ago, but it turned out to be useful as a small piece of a large system. Given how much Twitch has grown since then, no off-the-shelf system would be able to handle the scale. A brand-new competitor, though, won’t have to deal with those scaling problems for a while. They have to figure out product-market fit first, which probably can be done off-the-shelf these days. And then they’ll need to figure out how to keep the lights on, which will take a similar amount of engineering work as it did for Justin/Twitch.