It's a good point - I'm not on BCG so I tend to overlook them when making this point - I had sites like Bitmetv, oink, and hdbits in mind. It may turn out that what matters most is someone getting a critical mass of users to believe you are the pre-eminent source for that type of content. Look at bitmetv, not too long ago, they could barely keep the site online in the evenings because of the amount of traffic. And the best part is the traffic was all there to download 0-day tv shows, which are practically a commodity.
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