Online Video Market and the Broadband Incentive Problem
Jeremy's analysis provides good rationale for the 'New Telco Models of Distribution models' we proposed on the Telco 2.0 Business Model Map - 1.) service-funded connectivity; 2.) ad-funded; 3.) P2P/Content Delivery Networks, 4.) Device-funded; and 5.) explicit tiering a-la Paris Metro Pricing.
I think the GBP 2.10 figure Jeremy mentions as the average cost to telcos/ISPs of delivering HD (Hi-Def) video assumes that all the bits are backhauled. A topology-aware P2P program that preferentially pulled content from nodes close by would probably lower this cost significantly. And the assumption that HD is the critical medium, whilst it makes for big delivery cost headlines, is probably wrong for some time to come - YouTube shows there's a healthy market for low-res long-tail and my brother in Sacramento wants his fix of Top Gear (popular TV car show in UK) in whatever format he can get it in...
More on this topic to come once we've processed all the ideas and comments generated at the Telco 2.0 event.