Netflix and other large edge providers are bypassing the internet. More specifically, they are building or leasing their own networks designed to their specific needs and leaving the public internet — the system of networks that only promise best efforts to deliver content — to their lesser rivals.
…Mobile internet is leaving wireline internet in its dust in numbers of users and traffic. Mobile internet increasingly bypasses the World Wide Web because about 90% of customers’ mobile time is spent in apps, not the web
Back in the 1990s, the term “walled garden” emerged as an expression of contempt for AOL and other companies that tried to combine control over infrastructure with content. We thought that the Internet would drive out the walled gardens. I am getting the sense that we were wrong about that.
I assume that the walled garden approach is emerging because it is more efficient economically than the 1990s Internet. One downside is that the walled gardens are conducive to censorship and regulation.