In the last week or so, it's become clear that Google is planning to offer some sort of IPTV service over its fiber network in Kansas City when it comes online later this year. [0] It will be interesting to see how disruptive their offering will be. Even just selling programming a la carte would be a huge improvement over what the cable companies offer, but I have a feeling Google will (eventually) do more than just that.

0. http://www.kansascity.com/2012/02/22/3444862/google-giving-s...