It showed VIZIO revenue numbers ($1B hardware sales at -0.8% profit margin, ~$500M ad revenue at 61% profit margin).
Based on that, it seems to me that TVs are a one-time-sale commodity with low margins, while ads are continual revenue generators with high margins. This makes the incentive extremely clear.
alt Hacker News
It showed VIZIO revenue numbers ($1B hardware sales at -0.8% profit margin, ~$500M ad revenue at 61% profit margin).
Based on that, it seems to me that TVs are a one-time-sale commodity with low margins, while ads are continual revenue generators with high margins. This makes the incentive extremely clear.