To put all your eggs in one basket , you should make sure your " Cable Modem" company is reliable and will deliver the goods that they say will deliver....
I like that analogy. DSNY is making sure there are no bugs before they launch. The idea that big companies won't entrust their streaming videos to a small company is not accurate. If a company that spends over $1b in transcoding can find a solution that eliminates that cost, they will surely test it before adoption....but you sure want to own DSNY before that would happen.
I envision a big player wanting to own this technology just to block competitors or make money from their competition.
With regards to your cable modem analogy...the company that had that IP made a pretty penny licensing the technology to the modem manufacturers.
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