They abandoned the cable experience, not live television

If we use that 25 million lost-subscriber estimate and assume 50% still want live TV but rejected the traditional experience, that's about 12.5 million households.

For Ollovue, that creates a huge theoretical market. At just $20/month, 12.5M customers would equal about $250M/month or $3B/year in revenue. Even capturing only 1% of that audience would be 125,000 customers, or roughly $30M/year at $20/month.

The stronger thesis is:

They still want sports, news, local channels, events, and the ability to flip through what's happening right now — but they want it personalized, searchable, intelligent, and easier to control.

That's where the Ollovue pitch gets interesting: don't rebuild cable. Build the AI layer that live television never had.