If you consider Netflix more analogous to HBO[1]than to cable than this is similar to BET.

I think individual channels will win out over cable style packages, though there might be room for an aggregator that offers discounts.

I'd rather pay for HBO and Netflix over cable.

To my knowledge the majority of cable channels are just content from a handful of producers divided up by "genre", since most people will have entire sections of unused channels that don't match their interest when paying for cable I think we'll move towards pick and choose — possibly really soon.

[1]Which is their quoted mission, "become HBO faster than HBO can become us".