Well-researched, insightful piece by Pavan Rajam:
There is clearly a viable market for streaming media players like Apple TV, Roku, and Amazon Fire TV. However, the bigger opportunity is breaking into the market for Pay TV set top boxes, which today are less compelling products but retain access to the content consumers want. The only way any tech company will be able to pull that off is by having a TV Service to accompany their hardware. Of the companies with streaming media products on the market, only one is rumored to be working on such a service.
Unlike its competitors, Apple is playing the long game in the TV market. Apple TV’s long term goal is not about beating Amazon, Google, or Roku in the streaming media player market, it’s about redefining the TV market by building a true smart TV platform.
(Via Daring Fireball.)