The latest from my corporate cousins at The Wall Street Journal: Tim Cook is now more interested in a TV box than a TV set. Certainly plausible - just ask Time Warner's Jeff Bewkes, who was predicting this a month ago.
But the bottom line hasn't changed. Apple keeps poking at the TV industrial complex, and keeps concluding that it's better off playing along than playing a new game.
To spell that out: If Apple really wanted to change the way people watched TV, it would change the way people paid for TV.