Well, each media company building out a streaming infrastructure in theory should be pretty efficient--it is going to take the same amount of compute and bandwi

Well, each media company building out a streaming infrastructure in theory should be pretty efficient--it is going to take the same amount of compute and bandwidth from AWS if a hundred million streams are served from one company or six. You do have the overhead of a dev team at each media company, but then we're taking out the theoretical middleman who was taking his cut in the cable company Although, the cable company is there taking a cut in the form of a broadband bill