Regarding the need for speed, you’re certainly right about huge cable companies having difficulty competing against smaller, more nimble online entities. However, the cable companies (and telcos) do have advantages on their side: the last mile pipe, existing *paying* customer relationships, and established consumer behaviors. Also, for what it’s worth, the cable guys are really focused on making TV Everywhere work. That doesn’t mean it will, or that it will as well as operators and consumers want, but it does mean that the cablecos know how important this is.