Who has the leverage with VC-backed real-time startups?

The new wave of VC investment in Internet-based startups focuses on "real-time" applications.

Long time readers of BS should know that I am quite enthusiastic, overall, about this development.

But on my way in this morning, I was thinking again of Fourier transforms. The goal of thinner and thinner slices toward the present time comes at a cost of wider frequency.

So who will be the biggest winners because of real-time startups?

Of course, if IRR expectations are reasonable, then everything will turnout just fine. Only they can't be with 2x what's coming out going in the last few years running.

I see a few bandwidth owners tenting their fingers and laughing maniacallly at this fortuitous development.