I think a lot of companies would stick with subscribe-outside apps. Again, same rules as the iPad, so that's okay. Netflix and Hulu would for sure. But: The

I think a lot of companies would stick with subscribe-outside apps. Again, same rules as the iPad, so that's okay. Netflix and Hulu would for sure. But: There are 200,000,000 iTunes accounts with credit cards. I really can't fault the established video subscription services for keeping at it, but wow. Can they really resist the power of the App Store? Now, the interesting thing happens outside of the mainstream. If you're Major League Lacrosse, or a yet-to-launch uncensored rap video channel, or SOAPnet (ABC's soap opera channel that a month ago curiously backtracked on their February 2012 announced end date), CurlTV (an online live curling video site that folded earlier this year) or one of many other special interest channels (actual or potential), you're really interested in becoming a subscription channel on Apple TV. Just imagine hundreds and hundreds of those channels and you have a platform that appeals to people on a very personal level that cable can't touch. To be honest, I'm in LA and this almost seems like I'm talking myself into starting up a consultancy specializing in Apple TV apps. Combine hard-to-find assets (iOS developers) and a presumed gold rush with an industry starting to decline (but still flush with cash) and you have a pretty nice business.