> There was a term "Low Latency" discussed and I'm kind of confused: 

 

I’d first observe that if the CDN market is growing 3%, it means the market has stopped growing (given 3% is roughly the rate of inflation). That seems like a big story, and maybe an indicator that the internet is at a pivot from stored file delivery (CDNs, video streaming) to more real-time traffic and compute.

In terms of below, I think this is CDN folks trying to understand why low latency is important to SVOD – which is not really the right question for them.

 

JL

 

 

 


All the best,

 

Frank

Frantisek (Frank) Borsik

 

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