During last week’s bombardment of Verizon/Google analysis I found myself speculating on the possible “death” of net neutrality and the potential implications from my own perspective in the carrier industry. This was one of the questions that popped into my head:
What is the difference between:
- A private WAN
- A secure VPN on a prioritised/tiered, non-neutral Internet
Those two things could bear a striking resemblance to one another, couldn’t they?
Generally speaking, private wide area IP networks have value to business because they provide what the Internet does not – predictable, reliable performance. They deliver critical enterprise-grade performance in a world where all Internet traffic is treated as best-efforts, leaving everyone at the mercy of congestion and packet loss. If premium, prioritised Internet was on offer for the right price, leading the performance of Internet VPNs to dramatically improve, what would happen to the value proposition of the traditional IP WAN offering?
If you view the Internet in a political sense what it essentially boils down to is a collection of agreements to exchange traffic between networks. Those agreements determine routing policy; decisions on where to send traffic, based partly on efficiency but mostly on economics. It is the bread and butter of every autonomous system to apply policy to control where traffic should be sent to next. While it is technically possible to apply priorities to Internet traffic, in general this doesn’t happen. Most importantly if traffic does happen to be marked as requiring a QoS level this isn’t honoured between networks. So, whilst I concede that some engineering issues may exist, the main obstacle to QoS on the Internet is actually the absence of a common agreement to prioritise traffic marked as “premium”.
You might argue that any kind of meaningful agreement is unlikely, on the grounds that the industry will want to protect its higher-margin enterprise services. I recently stumbled across this fascinating interview with Malcolm Matson, in which he remarked that “the telco industry is probably the largest global cartel that mankind has ever known”. This is fairly accurate. However, if it becomes commonplace for anyone, not just content providers, to have the option to buy themselves out of best-effort Internet then it is feasible that we might see QoS agreements emerging between providers who don’t already play in the WAN market.
Admittedly, there are certain applications that will always demand a dedicated network with an SLA. However if the performance gap between this and “premium” Internet closed significantly, how many IT directors would still buy a global IP WAN?