> Consumers will eventually have two choices: purchase a very small subset of services directly from providers or go back to the big bundle.

I don't think the cable-style "big bundle" will exist much longer, just premium sources which you pay for per source (or, for the highest-value premium content, per individual piece of content or individual viewing) and advertising-supported disaggregated content. There might be (advertising-supported) portals and aggregators for this providing something like the big bundle, but consumers won't be directly paying money for it (with the cable model they do, but over time that's going to go to paying for internet access.)