Looks like it's bad news for Akamai's (and Level 3 to a lesser extent) business if Apple make a major shift away from them. It'll be interesting to see if Apple only go into the IPX's or if they take a Open Connect approach like Netflix have and deal with ISP's as well.
http://blog.streamingmedia.com/2014/02/apple-building-cdn-software-video-delivery.html
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