Tivus, Inc. (TIVU)

[NicPlatoNic]

it seems to me that tivus is in a precarious position as they start out. on the one hand, the selling point is the advertising revenue for the hotels. on the other hand, tivus has to sell that ad space, and that is hard to do in small chunks.

so the very thing that tivus needs in order to pitch to advertisers is what they cannot yet have unless they successfully pitch to hotels, rooms.

i know that i'm basically reiterating here, but it seems to me like this is relevant to your worry, isn't it?

i assumed that this dynamic/tension was what steve's phrase was meant to refer to.