There is a lot of press these days about new Facebook datacenter and how it (almost) means death of Cisco-Juniper-Arista. Here are the questions:
Did somebody try to run multicast on white-box switch?
Where do you place Rendezvous Point in this network?
There is only handful of companies with Facebook- or Google-size network, but hundreds of companies requiring multicast support in their data center. Until white box switches learn to run IGMP/PIM/MSDP Cisco and Juniper will have plenty of customers with deep pockets.