Mac enabled PVR?
Someone raised a great point comparing game boxes with Moxi/Set-up boxes. At present, there is no business model available for sellers of PVR's, except for maybe something on the order of $10/mo subscription services. That is a severe limiter given the up front cost of the box itself because it might take an awfully long time to start making money, let alone margin.
This is why I feel the better way for Apple and other computer makers to enter this market is via peripherals. Rather than sell a full-blown PVR with CPU, RAM, hard drive, etc., leverage all of that in one's existing PC, supplemented with a 2nd hard drive and probably another CPU.
I'd like to see a peripheral with a Firewire connection to the Mac. The peripheral would terminate the coax cable or satellite connection, and, it would feed it to the Mac in a useful form. A second hard drive, may be a must.
The televisions and speakers throughout the home would have simple boxes that enable them to send/receive data to/from the Mac.
Suffice it to say, there is a wide array of options for connectivity. I don't want to spend much time in this post on it, however. Connectivity could range from simple cabling to wireless approaches that would be more expensive.
Back to these 'simple boxes', they would consist of very cheap electronics that enables the conversion of the cable or satellite or recorded media (from your Mac) to the televisions and speakers. They might also possess encryption capabilities so that DVD's could be remotely played. And finally, these 'simple boxes' would have some kind of IR or RF transceiver (or just a receiver).
Icing on the cake might be some kind of a tablet that contains only enough graphics to speak with the Mac and display control content, maybe even entertainment content. The idea here is a thin client.
Summarizing, if I were Apple, I'd be researching an approach that leverages expensive components from the Mac, adding only the cost of peripherals, connectivity, and the 'simple boxes' to enable our PVR dreams.
Eirik