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I was going to say something similar. It's inarguable that they were a tech company, when they pioneered streaming delivery for existing video content. Their te
by lmkg 5y ago
I was going to say something similar. It's inarguable that they were a tech company, when they pioneered streaming delivery for existing video content. Their tech platform was their primary differentiator to competitors for a number of years.
Whether they are currently a tech company is a bit fuzzier. Certainly they new have content as an additional differentiator, and the margin of their tech advantage has narrowed.
- drewg123 5y agoI think we have a large advantage in the CDN space, both in integration and efficiency. In terms of efficiency, we've been serving at 100Gb/s (mostly TLS encrypted) from single socket servers since 2017, and are moving towards 400Gb/s today. How many other companies can say that? I'm talking about the push to 400Gb/s at EuroBSDCon online, a week from Sunday..
- treis 5y agoBut that mostly doesn't matter. The consumer doesn't care if their movies are coming from a server handling 10Gb/s or 100 Gb/s or 400 Gb/s. There's cost savings there, but I imagine that content costs dwarf delivery costs at this point. There is some technology component where the UI, resposiveness, reliability, and so on impact the user experience. But still content is king there. The HBO apps suck and their streaming is less reliable than others but they've got the content I wanna watch so I put up with it.