His Apple Tv comments makes it seem like every current cable channel would be on demand somehow. I know with Tivo it will auto record suggested shows if you turn that feature on.
IMO, I think whatever device is done and they are just waiting for the networks to cave to their model be it ala carte or something different.
Off the wall idea: Buying Tivo could be a possibility. Only a $1.6B market cap. Be it for timeshiftimg patents or whatnot. I know that has been a rumor for the past couple years though.
He has it right. Make everything on demand and eliminate any concept of a central controlled broadcast schedule.
This scares the crap out of control freaks who make up political events banking on mass Pavlovian action for their personal gain.