Some of the IP video solutions coming out from the bigger cable companies are actually pretty good though facing some limited content at the moment. I don't think they can compete against Netflix for movies but as basically cable TV on your computer/phone/tablet it's a pretty good start. In the long term it will probably depend a lot on how people prefer to watch video. Traditional linear programming or on-demand -- though they do integrate with DVR functionality so you still get the on-demand angle to a large degree. Since they've already got people on the hook for cable Internet and most people will want to continue having some level of video service if not for sports/live events alone, I think they're in pretty good shape to compete against Netflix, Hulu, Amazon, etc. The missing piece is still a good set top experience. The vintage late 90's Cisco/Motorola boxes are so antiquated it's amazing. A smartphone I would throw into a trashcan has more power and a better UI.