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Sounds like AT&T has them over a barrel in your example
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The power of YouTube: by limiting access to YouTube, or charging for it, AT&T loses a third of their subscribers to other providers.
We all know. We are not on the Intenet because of the name on the cable box/router. We are on the Internet because of YouTube. If we can switch, we will. If switching becomes important to a good chunk of us, new providers will arrive immediately.
CNN now uses YouTube to reach and monetize non-cable subscribers. Everything's different, now and far more interconnected. There is not much game in limiting. The game is in providing more and better services. MORE access to the YouTubes of the world.