There's two things I think about with Cig.

1) Will it get figured out what he's doing? I'm not saying he's cheating, but will the rest of the industry figure out his method, and replicate. Even the playing field.
2) If they do figure him out, will he change and adapt to keep a flank?

To me Cig is a disruptive technology. He's a Slingbox. The question is if/when others can create their own DVR.