Spotted by Dave Zatz, TiVo has added a new setting to Manage My Account – “Enable Video Downloads”
Enable Video Downloads
Use this setting to enable a DVR to download TV shows, movies, and other video content from the TiVo service over your broadband Internet connection. Specific program offerings will vary from time to time and may not be available to all subscribers. You can turn this setting on or off at any time without charge. Changes to this setting take up to 24 hours to take effect. Your TiVo DVR must be connected to the Internet via broadband in order to download video.
Looks like broadband video is getting closer, perhaps the NetFlix deal?