Rolgar writes: This week, Bob Cringely states that since the Apple TV will be an always on device (unless you unplug it) with a 40GB hard drive, Apple will distribute content to Apple TVs for every ISP, and then use centrally controlled P2P sharing on those Apple TVs to distribute the content to the rest of the owners of the Apple TV, cutting their own bandwidth costs and providing video faster to the consumers. The ISPs will incur higher (essentially free) bandwidth locally, possibly lose some subscribers to cable TV, but have fewer costs through the Tier II Internet backbone providers, which I suspect would possibly undercut the Apple and Google's need to worry about net neutrality for video. Bob also expects that Google will be involved with their fiber network and advertising expertise, and I suspect that they'll bundle in YouTube content as well and maybe Google has worked out a way to distribute YouTube video to PCs through this network. Bob suspects that they won't get around to announcing the full details of this plan until they hit a half million units or more, and that this Apple and Google pairing will become the equivalent of a cable TV provider with almost none of the infrastructure costs, and that eventually the real HD revolution will come from Apple and Google.
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