What Google wants to do ... is SERVE EVERY TV COMMERCIAL ON THE PLANET because only they will be able to do it efficiently. Only they will have the database that converts those IP addresses into sales leads, only they will have the servers and disk space close enough to the viewers to feed the ads. Only Google will have the chops to run a constant, real-time auction for the next ad every consumer is about to see, and then serve that ad at the moment the program goes to commercial.
Suddenly, everybody can (and, really, must) advertise on TV, because it'll be so specific...and so dynamic. If you start shopping for a new WiFi access point in the morning, Google will know, and that night when you watch Two and a Half Men, your ads will be from D-Link, Linksys and Belkin. And, further, they'll know that an intelligent buyer lives at your IP, so your ads won't show you a hot model demonstrating how they're plug-and-play, but will instead feature a quick recommendation from the SveaSoft guy about which AP's the best one for hotrodding.
From Bob Cringely's
latest column. Spooky. I highly recommend his columns, BTW, for knowing what the future holds in the technology arena.