Turns out, I spent a good part of Thanksgiving weekend catching up on my subscription to The Online Reporter.

As I am going through weeks and weeks of back-issues of the popular Internet and CE digest, I catch myself repeatedly noticing the growing number of consumer software start-ups with particularly short and vowel-rich companies names.

Think Google, Hulu, Lala, Vudu, and Veoh. Oh, and then there’s Rollyo, Slooh, and Bebo, of course. And that’s only the beginning.

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We’ve written before on how ill-suited the personal computer is for viewing long-form internet video - and on the strange inability one often finds in the personal computing industry (and in a lot of new media analysis) to distinguish between how a 2 minute YouTube video and last week’s full episode of Lost are actually consumed.  The point is not lost on the CE industry, though: there will be a deluge of internet-enabled video hardware coming to market within the next 6-9 months (both televisions and set-top boxes), and while the few devices already out there (i.e. Apple TV, Vudu, and Roku) have all been based on closed “walled-garden” models, this new generation of hardware will instead be open, offering the promise of access to multiple internet video sources directly from the couch.

Which begs the question: what should the user interface for a system that aggregates multiple (and often competing) video services look like?  Clearly, a wide-open web browser model isn’t the appropriate solution for what is, after all, a consumer electronics device.

From an application design perspective, it’s an interesting question. Although I’ve already written about the approach Yahoo/Intel are taking with their Connected TV initiative, last week I had the opportunity to speak with Bob Poniatowski of TiVo regarding their upcoming internet video solution (currently in beta testing).  Two things I took away from our chat: (1) TiVo continues to place a substantial premium on UI design and ease of use, and (2) they’ve determined that focusing on a searching (rather than browsing) model neatly solves the problem of how to integrate multiple internet video services into a single cohesive user experience.  In fact, the name of the initiative (to be rolled out later this year as an additional feature on existing Series 3 and HD boxes) is “TiVo Search” - as CEO Tom Rogers puts it, “what Google did for the Internet, TiVo is now doing for the TV”.

It’s all about the search: users will be able to look for short-form content from sources such as YouTube, The N.Y. Times, and The Onion (among others).  As for premium content, if you have an account  with Amazon VOD, CinemaNow, or Netflix, you’ll enter a TiVo PIN on the respective website and be good to go.  However, one caveat: searching on Netflix is not yet supported - like the  Roku device, only whatever “Watch Instantly” titles already added to the Netflix queue via their website are available.

As an example, search “No Country for Old Men”, and you’ll be able to compare, purchase, and view the title from either Amazon or CinemaNow if you have accounts there (TiVo transparently handles any transactions).  You’ll also get reviews and related articles (from the N.Y. Times, for example), and from Youtube, you’ll get trailers, clips and fan raves/rants (Poniatowski likens the YouTube content to that of a “global DVD Extras menu”).  Search Tommy Lee Jones and you’ll get bio information, any other available films and/or television programs he’s appeared in, and again, any related short-form and user-generated content.

In addition, TiVo Search will include a (very TiVo-like) internet video “Discovery Bar” of suggestions based on your previous searches, and will also allow you view images from any computers on your home network… all in all, it’s easy to imagine this being pretty cool.

Things to watch:

• How will TiVo’s subscription revenue model compare to Yahoo/Intel’s Connected TV advertising-supported model?
• How will TiVo’s traditional in-house software development/deployment model compare against the Yahoo/Intel Connected TV “widget” model (and/or Apple TV’s App Store model)?
• When will Netflix “Watch Instantly” content become searchable too?
• Will TiVo expand into the lower end of the IPTV market by releasing a more affordable streaming-only (no HD, no DVR) device to compete with devices such as the Roku?  Having already done the heavy lifting of implementing the search system together, this would seem an likely move.

All in all, this looks to be a powerful and (as one would expect from TiVo) a well-designed long-form internet video solution.  Although TiVo’s market share has been under pressure from lower cost carrier-bundled DVRs in recent years, TiVo Search could be just the differentiating value-add the company’s looking for.

Just read David Pogue’s recent article on the Vudu set-top IPTV box with interest, as I’ve been doing some research writing on just this subject recently.

A good first-hand user-level review of the device - however, he neglects to mention the really unique thing about Vudu, which is the peer to peer data transfer model.  Why is this so important?  Because residential internet connections are heavily optimized for downstream performance at the expense of upstream - and when I say heavily, I mean heavily (downstream speeds can easily be five to six times faster than upstream). The thinking (correct, as it happens, until recently) is that most users are browsing web pages and streaming youtube from centralized servers (downstream traffic) rather than hosting any meaningful amount of data (upstream traffic). Not so with peer to peer technology, wherein each client is also a data host (or mini-server, if you will) visible to all the other clients using the system at the time.

So to the extent Vudu becomes popular, it’s going to impact the residential ISP’s soft white underbelly, their Achilles heel - upstream bandwidth.  As an indication of just how concerned residential ISPs are about this kind of thing, one need only look at Comcast, who was caught inspecting packets and secretly resetting clients’ BitTorrent connections to slow down the upstream traffic (and is currently appealing the resulting FCC fine).

So if Vudu hits big, we ain’t seen nothing yet - the potential success of the device portends quite the Net Neutrality showdown.