GAFAN Mafia Continues to Grow Like Gangbusters

Although Apple’s market cap dropped $37B from late April to late July, the GAFAN (Google, Apple, Facebook, Amazon, Netflix) Mafia continues to grow like gangbusters, adding a cool ~$150B in valuation in the past three months. Their total combined market

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The Four Disruptive Periods in Content Delivery

Disruptive technologies and trends continue to transform the CDN business model. At the same, these disruptions usually usher in the creation of new CDN startups that come up new ways of optimizing, securing and delivering content. Three identifiable CDN periods

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The Real Reason Verizon Acquired AOL

The Internet has been torn asunder at the news of Verizon buying AOL. The PR machines are on overdrive trying to figure out the reason “why Verizon acquired AOL”. There are dozens of theories on “why the acquisition” and most

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The CDN Dating Game

Who says money doesn’t grow on trees. According to the illustration below, not only does money grow on trees, so does love. Here are some cute couples that can possibly hit it off in 2015. Now we are randomly picking

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No, Apple and Netflix will not Destroy Level 3

I usually don’t comment on a CDN news article unless it’s way out of bounds from reality. I just found one from Mukesh Baghel, who published an article on The Motley Fool titled “Will Apple and Netflix’s New Moves Destroy

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Apple CDN and Open Source

The Apple CDN Team needs to decide whether to go the open source route, or build a caching platform from scratch. I’m sure Apple is currently using some form of caching software in their web environment. However, building a highly

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Deep Dive: The Apple CDN

Over the last day or so, there has been a ton of press regarding Apple’s plans to build out a CDN. According to Dan Rayburn, and what he heard from his sources, Apple wants to improve the download performance and

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Impact of Apple Building a CDN

On 2/3/14 Akamai’s stock price dropped 3.5%. Some suggested that an article from Dan Rayburn, regarding Apple building out it’s own CDN, might have caused the drop. However, it’s hard to say since the overall stock market dropped more than

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