Jeremy Allaire, Founder, Chairman and CEO of Brightcove:
Apple will not anytime soon launch a competitive subscription video product to cable. (but)…the iPhone and iPad in your pocket or handbag is the next-generation TV set-top box, and it is both highly personal and highly social and capable of bringing hundreds of thousands and soon millions of rich interactive applications and experiences onto your TV set. Apple will release a new Apple TV add-on product, though I expect that rather than using the current “puck” design it will instead be a thin black bar, perhaps 1 inch tall and 3 inches wide, that can easily mount to the top of almost any existing HD capable TV set. Like the existing Apple TV, it will have HDMI and power jacks on the back, but it will also include a high-def camera built into its face, as well as an embedded iOS environment that provides motion sensing and speech processing.
Very interesting analysis and, I believe, almost exactly the way Apple’s future on your television will be.