The TiVo Stream will be an additional box correct? Why not integrate it into all future Premiere's?
The TiVo Stream will be integrated into the Pace XG1 -- at least that is my understanding.
I happen to think the TiVo Stream would be a needle mover... its something much more current and actually innovative. If they get a year or two jump on the cable MSOs that actually gives them a better value proposition vs the generic DVRs... before people could say the generic DVR "got the job done" even if the interface was ancient. Now TiVo Stream potentially adds in the coolness factor. If the product works well and is marketed effectively, it could be a game changer.
Nomo, that is the most positive thing I've heard you say about TiVo in a long time! ;)
Regarding the walled gardens, I don't see it as significant. It just reminds me of the failed connected TV attempts that nobody really uses. I don't think people are going to search for walled content on their TV. Or at least not in enough scale to make Tivo enough money to make it worthwhile.
This happens to be one of my favorite features on TiVo. TiVo has been marketing it for years as Swivel Search, Unified Search, ... I agree that it is a don't care for the majority of consumers. As the number of stove-piped video sources continue to grow it may become increasingly important.
