Interesting piece on a potential AKAM / GOOG clash at Seeking Alpha.
As a provider of content distribution to big media players, Akamai fits this vision well. They provide the technical infrastructure to ensure high-quality broadband video anywhere in the world, but they are transparent to the consumer. The content owners retain control of the presentation and monetization of the product.
We are still investors in Akamai, but it appears that one of our core reasons has now become invalid.
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