Originally Posted by walshbj
Sports is the biggest obstacle in all this. There are a lot more sports fans than Apple / tech fans. Take a look at a comment thread at espn.com and see how many people post there compared to here.
I wrote an article
(seeking alpha, I know) suggesting Apple should have bid for Sunday Ticket against Direct TV. I still think it was worth taking a hard look at, but I was eaten alive in the comments.
'live feed' is the biggest obstacle. Although most content can time shift, the perfect world is to see a 'tweet[push notification]' at the bottom of your current iTV/pad/pod/phone saying 'breaking developments in afghanistan from your favorite news source,' and you then 'tap' to watch.
Eventually Fox/CNN/NPR will be craving to 'push notification to watch me NOW,' as we become more and more mobile, and the little pipes become bigger and bigger. To integrate that into the 'big pipe' in the living room, makes for a compelling 'content hub model' with iAd for the content monetization stream (people who stare at their TV all day aren't great purchasers... but people who have an iPad and iTV are in a consumer demographic)
But I agree, Cable's lock on sports controls the minds of most of the people who spend $$ on 1080p wall units. SO ESPN would be a good place to start as well....
I do think that the camel's nose under the tent is the ability to get 'oprah' at 5:15pm on your iPad for the commute home, walk in, and iRemote your iTV to pick it up where you left off at the bus station. All for $.99 an episode. The fact that iTV drives your life to a 'content' hub (streaming ITMS) that feeds your need, will cause the critical mass to make 40 .99 shows a month (2 a day), to a $40/month revenue stream, and cause upsell for desktop Macs, iPad 2,3,4,5, and iPod Touches for those with little pockets. The hub sells the HW.
Couple this with games, Facetime (iTV with HDinput), it becomes a compelling 'content interaction model'