The physical network may still be cable or satellite, but it will be an IP-based infrastructure, with the content arriving “over the top” rather than within a walled garden, he argues. Access to the service will continue to be controlled. However, content providers now will be in direct contact with the end customer, in effect cutting out the broadcast distributor.
"Current TV operators will either morph into Internet service providers, which many are already anyway, or into content providers in their own right," he argues.
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