But will they change the set of the sails?
Hard to say. ATT seems to think that a streaming version of cable/sat with the big channel counts, contracts, ETF and high prices has a benefit for the consumer, when in reality the only benefit is to ATT.
ATT TV Now could be a competitive product if they would do some fiddling with it. Unfortunately I think ATT wants to keep the profits up and won’t do that. And to me, that means it remains a no sale.
While YouTubeTV isn’t a perfect service either, they did manage to get a broad range of interests covered with the channels they chose to offer. YTTV is the big dog in the fight with Hulu+Live running a bit behind for those looking to replace their cable/sat services.