Get ready to buy a lot lot, if everyone is suppose to be streaming video than someone has to pay for the infrastructure and it's not going to the shareholders...Cloud based services are the future as the convergence of the Internet and your Television become so intertwined that you can't tell the difference.
When I say intertwined I mean that they will be seamless and ad based. Ads are shown in front of theatrical movies now. How long before they are shown before or during any type of On Demand service? Ad targeting will become the mainstream. You already have ads and trailers on the DVD/Blu-Ray that you bought 5 years ago and the one that you buy tomorrow. The difference will be is that in the cloud those ads will be different every time you want to watch your movie. You pop in a DVD from 5 years ago and you see ads and trailers from 5 years ago. In the cloud the ads and trailers will be targeted specifically at you. TV/Movies will be internet based and the ads will be tailored to what the ad companies think they can sell you as an individual.
The days of the same Tide ad reaching 10 million people at once will be gone. Tide will focus their ads towards people who buy detergent. Coke will show an ad directed towards people who like soft drinks. Occasionally they will switch just in case they can capture a new demographic.
It might not be 10 years. It could be 20 or 30. The ultimate goal is to turn us into unmovable couch potatoes. Selecting from a menu will become the norm.