A fairly low-level short documentary on IPTV in France. I can't seem to embed the video, so I'll just hotlink it.
A few quick comments:
Analogies are evil: are we driving on a dedicated fast lane or reserving a seat on a train when we watch IPTV? Neither.
Micro-targeted ads don't make economic sense: this has been a huge promise of IPTV, but it's not going to happen because niche markets will never be big enough to sustain the ad production.
Or maybe we'll go back to ads like this (in French and NSFW: