Perhaps a TV tipping point ahead; in other Apple streaming service speculation, see The Next Episode: Apple’s plans for Beats-based music service revealed (9to5mac)
"Apple has made repeated attempts to crack the TV business. In 2009, it proposed a $30-a-month subscription service, and since then the company has periodically tried different strategies. Apple’s most recent plan had been to work with pay-TV providers like Time Warner Cable to provide a hardware/software offering to those company’s customers.Apple Talks to TV Programmers About Web TV Service | Re/code
But now it appears that Apple has decided to try TV without the help of the TV pipe owners, and work with the TV content owners instead.
One difference between earlier efforts and the current chats: After years of failed efforts to deliver TV over the Web, both Dish and Sony have reached agreements with programmers to deliver both live, “linear” TV as well as video-on-demand, just like cable-TV providers offer. So now there’s a model for this stuff."