Boxee CEO Avner Ronen recently sat down with me for a wide-ranging video interview on the state of television, and its future. His company just released a $99 device that uses the Amazon cloud to give its users an infinitely-sized DVR. If it takes off, the Boxee TV could fundamentally change the way cable customers consume content -- and the way they pay for it. Users will also be able to watch their recordings from devices like the iPad. Can Boxee play nice with an industry it's trying to disrupt? Ronen says yes. But between the Aereo lawsuit and the Apple TV rumor-mill, it's a crowded, competitive landscape. So, can the company keep competing with the next generation of startups that have the television industry in their targets? Please watch, and find out:
Why does Amazon please Wall Street so much? The company treats shareholders with a disregard that borders on contempt. (CEO Jeff Bezos is “willing to be misunderstood” which means he really doesn’t care if investors understand the business, as we’ll see.) Yet when it announced that profits last quarter fell 45% year-over-year, the stock price saw a healthy bump. Meanwhile, many tech companies, like Apple, which had a high-profit, high-margin quarter, found their stocks punished. Perhaps this is a sign that Wall Street is finally embracing the idea that, for tech companies, growth comes first, even at the expense of profit.