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There is an incredible opportunity for Dis/ESPN/ABC to partner with Apple. They have amazing content. That kind of content deal with a new AppleTV is the kind of thing that would finally fundamentally change the whole TV platform, I think at a level that your normal consumer would understand and want.

Lots of family-friendly products too, which is something that is always key for both companies.

The time is now. Consumers are increasingly not seeing the value in cable TV any more, where is that $100+/month going to go? Apple, Amazon, Netflix? Apple has the closest thing to a real TV app platform, and lots of developers behind it too. The content is the missing piece.

Possibly an indicator of how this will go: watch what the newspaper/mag/book publishers do with a new retina iPad. Do they finally embrace? Do they stop putting out glorified PDFs of their print products and calling them digital magazines? Was Apple able to partner with anyone for the iPad3 launch? 5 years from now it's going to be an expensive luxury to get a printed newspaper or magazine delivered to your house. Everyone is ready for this EXCEPT the content producers!




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