I think Netflix and Hulu (along with the internet at large) have already disrupted the TV industry. Cable painted themselves into a corner -- they leveraged th

I think Netflix and Hulu (along with the internet at large) have already disrupted the TV industry. Cable painted themselves into a corner -- they leveraged their monopoly of the home entertainment dollar by adding more and more channels that people didn't necessarily want under the guise of "choice," then subsidized those unwanted channels by raising the monthly price. That worked until technology caught up and the internet became a viable distributor of content. Consumers are wising up to this, and cable is shedding half a million subscribers a quarter. I think the best way for Apple (and others) to really put their boots on cable's neck is either to poach content or compete on content. It'll be interesting to see how House of Cards does on Netflix, for instance.