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It seems to me the impact on existing business models such as Netflix' streaming service, iTunes, Amazon's new streaming service, Sling, etc... will be devastating. Caps may be high enough (for now) but people will definitely think twice before committing to multi-GB downloads. Also, I can't help but think that this may kill yet-to-be discovered business models that would have relied on unlimited broadband.
Am I being too gloomy or is the door slowly closing on many internet-related future opportunities?