Marginal cost pricing is part of the strategy, of course. Google will be more aggressive about this than legacy ISPs.
But even legacy ISPs will face pressure to price at marginal cost.
Huge implications, to be sure.
Google: Non-Search Assets To Drive Near-Term Growth http://m.seekingalpha.com/article/3319235?source=ansh $GOOG, $VIA, $VIAB, $FB, $GOOGL
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Investors are worried about escalating artificial intelligence capital investment, which by some estimates is as much as 10 times the revenu...
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