My PPV-for-everything comment said "ultimately". Far far down the road. If the overall model is adopted - transmit a single program once or twice (as "backup") to DVRs then PPV across the board would at least be possible.
The model (not PPV) should not change the revenue situation. Advertisers are paying for eyeballs. If a 30 second ad costs XYZ and is rebroadcast 20 times for a given program then the cost of that 30 seconds becomes 20 * XYZ for a single broadcast to DVRs. (Or less - the efficiency should actually reduce the costs to everyone.)
The real question is which costs more - massive retransmission and dealing with technology upgrades or getting smarter devices (HD DVRs) to all consumers?
4K won't be the end. 8K will be right behind. All the equipment vendors have to rev technology to sell more product. 3D kinda flopped so now they are heading for 4K.
Reminds me of PPVs going to 1080p. I'm not aware of any channels that are progressive. 4K will come in PPV first.
If they don't change the trajectory there will be a lot more sats going up and everybody will need new dishes - again.
With all due respect you are making the same arguement that businesses made 15 years ago as they put in all that "dark fiber" that will never be used - ever.
Technology advanced and all that fiber was never needed.
Regardless of the bandwidth grab by telcos, the same is happening with mobile data.
4k will most likely use h.265 that cuts h.264 bandwidth needs in half.