Via PVRBlog I discovered that TiVo will allow you to move TiVoToGo video to your iPod and PSP. I have several observations about this.
It's a smart move, in that it helps differentiate from Set-Top offerings. One of the most dangerous things for TiVo will be set top DVR offerings. While I use TiVo at home, my wife selected Time Warner's DVR "service" for her office. It's laggy and generally inferior, in my opinion, but it doesn't require any sort of purchase and it's set up for you. Anything that differentiates TiVo from those set top boxes is good.
It gives you real value for your TiVo fee. As Ars Technica pointed out, being able to cheaply populate your iPod (or PSP) with video which might otherwise cost you $2 goes a long way to "soften the blow" of their monthly fee. Ars Technica also astutely points out that this is exactly why media companies want a Broadcast Flag. It isn't piracy, not while the "flag" is merely an instruction to consumer electronics that naughty devices could ignore. It's because they want to charge you many times for the same media.
This is likely to encourage content providers to get their shows up. Whether they do it via the iTMS or via something like TW/AOL's free In2TV service, they're going to want to get them up to compete with "free time shifting".
As usual, the question I ask myself is: if I'm a media exec, why am I not leading the charge? When Apple announced a video iPod, I'd have been the first one to want to slap my media library up for download. Can a 320x240 resolution show really cannibalize DVD sales? I think not. This is really about convenience. But frankly, networks could offer their own media player that forced you to sit through some commercials, and do distribution via p2p to cut their bandwidth costs, and essentially just expand their audience without any downside. Hell, if they put the stuff on a PC, they could even reserve some screen space for text or banner ads if they didn't interfere with the show. Hello, captive audience. But they won't think of that until there's another paradigm dominating the market - and it won't be long now.