Imagine if TiVo reinvents themselves as the platform for user generated content, joining with participatoryculture.org or ourmeidia.org, and includ a BitTorrent engine. You can now whatch RocketBoom on a Series 2 TiVo connected to the internet. After the Long Tail effects video blogs, and there are a ton of them to choose from (as there are with podcasts now) and I find something I really like, I will definitely get a Tivo. They could be the Podshow of Video. They could partner with a ton of advertisers and exploit the Long Tail to a point where you will only see ads for things that your would be interested in. Or maybe a partnership with Skype/Ebay to turn the Tivo into a video phone? Could that work? If Tiov does not do it, someone else will. If Tivo does things right, the future for them could be really exciting. Why not Apple? I think people really want to use their real TV, not a computer or a little Video iPod for this type of content.
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