I think that the DVR, and by extension cable/broadcast/satellite providers, have peaked and are going to be replaced with on-demand options. I'm in the process of cutting the cord and I couldn't be happier to have entertainment on my terms and not some provider.

Now, if they could take SageTV and mix it into GoogleTV then I think it would be much more interesting than another DVR product. However, it would have to offer more than Roku+Netflix/Hulu Plus to be a contender at this point.