It's started already: More TV for iPods.
As
you can read here, there's more TV shows coming to an iPod near you. At least if it's a 5G iPod. Or you might as well just look at the content on iTunes on your Mac or PC, of course. CBS will make available several things as video podcasts. And I'm pretty sure, others will follow. Such content might not be ad-free, but could still be interesting for Apple overall, because the more TV stations put content out for the iPod, the more useable the video feature of the iPod gets - so the more iPods Apple will eventually sell.