Is it just me or is the demise of satellite TV only a few years away? With the increased speed of high-speed Internet, it seems like it will soon be very easy to stream all TV shows directly from the Internet to your TV.

If that’s the case, that would mean that we could watch any TV channel from anywhere in the world through the Internet. We could watch it anytime, we could watch it on our TV or our mobile phone, and we wouldn’t be beholden to a cable company or satellite company.

Well, actually let me restate that – I’m sure the cable companies will find a way to buy up all the ISPs and still force up to subscribe to channels in packages, but that still leaves satellite providers out in the cold.

You could argue, of course, that there will still be plenty of people who won’t have fast enough broadband to rely on it for their TV, or live in areas where broadband isn’t available at all. That may be so, but that’s a dangerous business proposition if you are trying to run a satellite company. It’s sort of like selling typewriters in 1980 – it’s only a matter of time before the PC steals away every one of your customers.

I note that the market cap for Direct TV is currently $25 billion, and Echostar (owner of the Dish Network) is $14 billion. $39 billion of market cap – about the same market cap as eBay – for an industry that is destined for destruction.

Sometimes I wish I knew how to short stocks.

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David Rodnitzky
David Rodnitzky is founder and CEO of 3Q Digital (formerly PPC Associates), a position he has held since the Company's inception in 2008. Prior to 3Q Digital, he held senior marketing roles at several Internet companies, including (2000-2001), FindLaw (2001-2004), Adteractive (2004-2006), and Mercantila (2007-2008). David currently serves on advisory boards for several companies, including Marin Software, MediaBoost, Mediacause, and a stealth travel start-up. David is a regular speaker at major digital marketing conferences and has contributed to numerous influential publications, including Venture Capital Journal, CNN Radio, Newsweek, Advertising Age, and NPR's Marketplace. David has a B.A. with honors from the University of Chicago and a J.D. with honors from the University of Iowa. In his spare time, David enjoys salmon fishing, hiking, spending time with his family, and watching the Iowa Hawkeyes, not necessarily in that order.