Very interesting! My guess (in order of probability) is it's either iTunes in the cloud, subscription model for music or they managed to get the other networks to opt in to the tv rental system that FOX is currently participating in.
I could see iTunes in the cloud because the rumours have been swinging heavily in that direction for a few months.
Subscription model is a maybe in my books, but I don't see it extending beyond music because a) there are other subscription services out there so it may not be a giant stretch to do and b) I don't think the tv/movie people are progressive enough to go for it. One point made on a podcast last week that made a lot of sense was that if iTunes was a subscription, then Ping actually makes sense. At the moment it's dumb to say "This song is awesome, listen to a preview!". Now if it was "I just made a playlist to get me focused on my work this morning .... listen to it", THEN Ping becomes useful.
Finally the TV network people joining up for rental much like FOX has. I'm not even convinced FOX will continue doing it as they claim to only be renting out content as a trial. It would definitely help sales of the Apple TV if there was more rental selection. I wonder if maybe the tv networks are realizing that the google tv box may be more hurtful to their business model?
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