Yes, I like the potential associated with PTSC's investment in Avot.

Regarding the video playlist and SD card storage, you are correct that video is a data-intensive media and if someone desires to download more than a few playable video files, they will need a pocket full of SD cards. The goal of the mobile video model is to managing the "locations" of files, wherever they may reside on the "network," and is what is of interest to companies like Avot. I believe Avot's unlimited playlist follows this model, and the playlist is merely a list of "flags" pointing to the location on the network of a user's "collection" of videos, relieving the need for the presence of the video files at the user end of the experience. Activating a playlist would initiate the process of asking the service to "fetch and stream" each file from the network in the order determined by the playlist. As long as the user's device has access to the network, it has access to the content.