Now that HBO, Showtime and CBS have announced that next year you will be able to subscribe without a cable subscription, the clock has started. The device that offers those choices first and the many that will follow is going to win the race. After content I think it will come down to hardware. What more can you put into a device the size of an Apple TV that you cannot put into a Chromecast size device. Maybe nothing, in which case it will be interesting to watch.