Derek points out where the new downloadable TV thing that Apple (and ABC) are rolling out could go:

Where's the win, though?

Consumers have wanted "a la carte" cable programming for a while. Instead of being forced to buy bundles of 120 channels to get the 6 they want, they've wanted the ability to buy just those channels and (more importantly) pay for just those channels.

This has the potential for changing this dynamic even further, allowing people to buy their showsa la carte, and to eliminate many middlemen in the process.

This is something much bigger than the PVR - it's disintermediation hitting the entire broadcast and cable business between the eyes. It should be an interesting couple of years coming up.