If you enjoyed "House of Cards" and the implications of Netflix's data-driven strategy, just wait until you get a sense of what Google could do in TV if it chose.
Whatever TV looks like in the future, it will be built atop three crucial components: content, intelligence and user experience. A fourth element, known as actually making money, hinges heavily on the "intelligence" part — which is to say, data.
Similarly, we may one day see Google Now for TV. That is, anticipatory content recommendations fueled by your viewing history, social connections and insights inferred from a complex tapestry of data points from across services and devices.
Recommendations are important (indeed, cracking this code certainly helped put Netflix in a position to win with House of Cards), but they're only the beginning of what's possible when television is fueled by very, very big data. As its video efforts ramp up, Google — like Netflix before it — will be able to factor in mountains of user data to determine not just what to recommend, but what content to buy the exclusive rights to, or even produce outright.
Unlike other Internet TV shows, these new premium productions will sit within the world's biggest repository of online video. Sure, much of it is garbage, but the sheer scale of the material it has on hand increases Google's ability to smartly serve up relevant, worthwhile videos to people who come to check out its new shows. Not to mention how easy it would be to rope YouTube's casual, cat video-watching users into clicking the play button on their next big TV-style program. House of Cats, anyone?"