I think the tough part is that since everything is bundled, cord cutters still pay 75% of their prior monthly cost for "just internet" now. It's not a bargain because cableco is gonna get you anyhow.
It's not just about having internet at home - it's having access to Live TV no matter where you are (including at home). So, I would hope that I'd be able to watch live "Apple Television" on my iPhone during my commute or lunch. Also, I can get adequate high-speed internet at home for around $30, so while an addition $30-$40 (plus other apps like Netflix) may seem like i'm not saving money, the experience would/should be worth it. I'd rather have a house full of AppleTVs than Cable Boxes.