Netflix has went from dvds by mail, to video content distribution, to an ACTUAL broadcast network. While I love their selection, I hope that they release their episodes once a week. I'd imagine it would capture an audience instead of marathoners.
From an investment standpoint, I can only imagine it being a matter of time before all the data they have (like audience retention time, device types, and internet speeds which can easily provide an assumption of demographic) be put to use for video ad campaigns.
Simply awesome business model!