Actual ISP network engineer here: I'm sure these people are having fun and all, but it's insignificant in the larger scheme of things. (correction to original post: I did not at first see an ASN for them, or announcements of their own IP space. They have an ASN and announce two /24s, and peer at one physical location in metro NYC). Real five nines network infrastructure takes significant capital investment. This part…
>"Actual ISP network engineer here: I'm sure these people are having fun and all, but it's insignificant in the larger scheme of things"
No it is actually very significant. In a past life I was also an "Actual ISP network engineer" at a large ISP. And what I can say is that large ISPs aren't exactly wellsprings of innovation. However these folks are hacking on things, solving an actual problem and seem to be having fun in the process. It's exactly this ethos that usually ends up moving the needle. Sometimes by accident. It's curious that you are so keen to poo-pooh them.
>"Real five nines network infrastructure takes significant capital investment"
There is no ISP that provides customers 5 9's of uptime. Not even for business customers. With a Time Warner or Comcast you are lucky if you get 3 9's from their network. This is what you get from "the duopoly."
>"And that's before you get into things like establishing colo at major IX points, serious core routers that cost $15k each (do you really want to deploy something in the year 2018 to take several full BGP tables that doesn't have a 4 million FIB capacity?), etc."
There a clue in the article about which IXP they're - 32 Ave of the Americas(DE-CIX.) It's one of the 3 of the most "wired" buildings in NYC. You can peer with everyone there. These people seem to have done their homework. And you don't need to buy $15K Cisco ASR any more. You can take full tables on commodity hardware running Linux and ExaBGP or BIRD. There are many CDNs and IXP's doing just that.