AOL-Time Warner really doesn't get it. See: "AOL Is Planning a Fast-Forward Answer to TiVo" for proof (NYTimes requires a login id and password: try windowseat / weblog if you don't have an account there).
After you've read that piece, read Lisa Schmeiser's excellent piece at Teevee called "AOL Just Doesn't Get It." She's right about everything (except Angel, I think it's been better than Buffy this season).