Jeremy Allaire has published Thoughts on Maven Networks, in which he raves about an investee company that has developed a new form of broadband video distribution that is only 10% as costly as streaming
I predict that once users experience regular, delivered DVD-quality video on their Internet PC, they’ll never go back to the limited experience provided by streaming. It should be fun to see what people come up with!
If we are to believe any VC spiel about something like this (remember Pixelon?) then Jeremy Allaire is among those worth listening to.