Jean-Louis Gassée, writing for Monday Note:
Thanks to the historic Carterfone decision, an FTC edict that forced AT&T to accept third-party devices on its network, you and I can connect any regulatory-compliant device to a telephone line, whether it’s a handset, a fax machine, a DSL modem.
Last week, FCC Chairman Tom Wheeler put forth a proposal, to be heard on February 18th, that would apply this same logic to cable TV set-top boxes. You and I, says the FCC, should be free to pick and choose our set-top box rather than being forced to rent a device from Comcast or Time Warner.
As expected, the carriers voiced strong objections to Chairman Wheeler’s proposal.
And:
If we turn our attention to the complicated world of cellular networks, we see that we can walk into an Apple Store, buy an iPhone, and connect it to most of the world’s cell networks. You can move from Verizon to AT&T or France’s Orange merely by swapping the nano-SIM. If Samsung, Lenovo/Moto, and Apple can build multi-carrier phones, who’s to say that Roku, Google, Microsoft, Amazon, and Apple can’t build a set-top box with a decent UI, integrated Wifi, and an App Store full of goods unavailable from cable operators?
And:
The future, as we already see but cannot yet reach, is TV-as-apps, on any screen. The Super Bowl? An app, free because of the ads. Fargo is an app; ad-free (if you pay) or watch-for-free (but with ads). The cable carriers’ mission is exactly the opposite: They need to preserve an increasingly obsolescent money pump that bundles channels and hardware.
And my favorite of all:
We look at a cable operator as the adversary in a sort of cold war, a supplier we have to use but can’t trust.
Imagine if the Apple TV could also act as your set top box, providing channel access and, most importantly, DVR services to supplement their existing on-demand and gaming services. I think that the interface would evolve by leaps and bounds. We’d also have the freedom to choose between an Apple set top box, or one made by Google, or Amazon, or a small garage-based startup.