This is a good breakdown of the opportunity and zero-sum game between companies like Akamai and Level 3. 

Every time your computer fetches data from an Akamai server, it’s essentially robbing a carrier like Level3 of the right to carry that traffic.  (…)  However, I don’t think there is any way that companies like Level3 and Akamai will both profit in an outsized way from the distribution of digital content.

Enjoy.

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