Comcast putting a limit on usage 250GB just opened the door on the P2P business model. GigaOm (Om) who is an authority on this subject weights in. Om nails it by saying that in the short term it might not look good but it certainly raises question about what the future might look like. I agree with Om on this. Caps are bad and possibly foreclose the future innovation. Wait it’s a free market. The answer is P2P.
P2P is not hip today but this move by Comcast opens the door for the p2p business model. Why? The innovation in acceleration and performance has to come from new innovation in the transport. Comcast can’t deny p2p after this move. They have to let it “play” (pun intended). P2P is the only way the guys like Comcast can increase user experience while offering faster performance for both Live and On-Demand programming.
It’s also a red herring to allow Comcast (in the short term) to own HD quality programming. Here Comcast doesn’t care about the net and wants the HD side of it (see NBC playbook from the Olypics – HD trumps everything).
HD is the end game and the question is will Comcast keep the broadcast franchise or will the net technologies get there fast?