marcel reichart calls thomas künstner (TK) on stage, who will moderate this panel
TK: we're seeing a tipping point in the market
TK: web video is real
TK is sharing some market insights to shape the discussions afterwards
2009 was a really defining year for broadband
Technology is not as interesting in this area as the information of how the users is making it work for themselves
TK: the eyeballs are there, but what about the dollars?
how much demand is there for new broadband technologies?
on stage: thomas curan (TC), software-cto at deutsche telekom
paul sagan (PS) of akami
richard kang (RK) from mtv networks/viacom
ariel yarnitsky (AY) from speedbit
Speedbit is trying resolve video buffering issues
PS: we are all convinced that we've reached the tipping point for HD
akamai is delivering 20% of the total web traffic
PS: the first big blocker was the last internet mile
we've gone pretty fast from a dial-up connection to a broadband connection that can deliver tv quality video
the blockers for tv quality video are gone right now
broadband will keep doubling and doubling (Moore's Law ... see Salim Ismail's interlude for more on that issue ...)
the bottleneck for internet products is not the last mile or the first mile, but the middle mile
the cost problem is disappearing also
RK: it's more like tsunami, the way consumers jump on video entertainment online
RK: a lot of bigger business model issues are hindering the developement
RK: we do need to get paid
TC: we do the heavy lifting for ip-tv
TC: we are obviously doing the heavy lifting
TC: it all comes down to the experience of the customer
TC: we're essentialy in all relevant IP markets
an HD video is about 10 times the size as the same video in SD
AY: the network wasn't built to deliver hd video quality
AY: speedbit has a free and a subscription model. you can accelerate sd video delivery for free, but if you want to accelerate hd video quality delivery you have to pay for that
question from the audience: will we see some exceptional partnerships to solve the broadband issues we have today?
TC: partnerships across different industries can help, but it is important to control the inefficiency
PS: if we're honest about media before the internet we all profited unfairly
PS: the more we go into the web, the more the unfair profit is taken out
PS: on the other side there is huge value creation
PS: consumers are willing to pay for music as we've seen
thats it for this panel