Tuesday, December 12, 2006

Content Prices Sticky to the Upside


Pricing dynamics for content goods delivered over networks are fundamentally different from communication goods delivered over networks. And while "cost" is not necessarily "price," prices for video content seem to suggest recovery of costs in a way that is a bit more difficult in the core communications business.

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AI Stack Will be Based on Layers, Just Like All Other App Ecosystems

“Digital infrastructure” tends to refer to physical assets like data centers, fiber optic networks, cell tower networks and cloud computing ...