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June 2, 2006
Cisco Hearts YouTube
Lots of people, including me, have been talking about the business model for YouTube, et al., and seeing the news from the BBC on Wimbledon and the WorldCup, plus the recent ComScore stats on spiking broadband voideI video consumption, I finally realized what it is: It's Cisco. Who benefits more from YouTube-saturated broadband pipes than the happy router salespeople at Cisco? The sooner Cisco and YouTube figure that out, the better for both.I'm kidding, of couse. A little.
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Cisco is thinking more in terms of a Tivo type set top device. They did buy Scientific Atlanta... But you're right, YouTube makes more sense (worldwide scale)