I have no evidence other than anecdotal right now, but it seems like many networks might have been built for eyeballs over the last couple years, and have big pipes to the CDN's, but are kinda falling apart now that there is more Office Video/VPN needing actual cross country connectivity.

So far I've heard from 2 of my business Customers that are showing increased latency to their east/west coast Datacenters. I've seen increased latency to some of our VoIP Endpoints that will come and go for hours at a time. Seems to be spread across multiple providers, so I'm thinking that it's further upstream that there's a problem.

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