Great points by Ben Thompson on the dream of being able to cut the cord:

Cable TV is socialism that works; subscribers pay equally for everything, and watch only what they want, to the benefit of everyone. Any “grand vision” Apple, or any other tech company, has for television is likely to sustain the current model, not disrupt it.

It makes sense: it’s socialism that gets everyone what they want at a reasonable price, rather than a few paying an exorbitant rate for everyone. In terms of the business model, he’s probably right.

My question is still around access to the content. I don’t understand why it’s nearly impossible to lay in bed and watch a show that’s sitting on my DVR. Telcos seem to struggle with separating access to content that their customers pay for versus giving everyone access.

If I pay for ESPN, there’s no reason why I shouldn’t be able to watch it on my iPad, iPhone in a hotel, or laptop at work. But there is absolutely no legal way to do it.

The first telco to differentiate on that status – that you don’t need a cable box and TV to access content has the opportunity to put a huge dent in the ecosystem and stay relevant in a multi-device world.