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The Threat to Comcast

Brightcove is mentioned and I am quoted in this WSJ cover story about the short and long-term challenges to Comcast coming from the Internet, IPTV and other new forces.  It's an excellent piece that discusses the significant technology investments Comcast has made to improve the consumer and programmer opportunity within their walled garden.  I tried to make the point that the open, global, and direct-to-consumer opportunity that the Internet presents to content owners and consumers will be a force that can't be turned back, and will ultimately impact Comcast.  This point is made more comprehensively in this recent piece, The Transformation of Television on the Internet.