That is a very well written article, myself with what i would say average networking knowledge struggled to understand how MegaPort would compete with the scale of TLS or other providers.
But as the article rightly pointed out, it doesn't need to. These large scale existing providers are just putting a product in the market place with no real desire to be a disruptor in this space as it threatens existing revenue streams.
What will be good will be when megaport show their books in the end of f/year reporting season.
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