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.