Business 2.0 has an interesting article about how Strangeberry might be Saving TiVo.
I don't know - from this chart I'd say TiVo is doing quite well as is:
Of course, as the owner of 2 TiVo boxes myself, I am biased. But before getting the second box, I tried Comcast's DVR. I don't have time to list all the issues it had; I am trying hard to forget them. The DVR lasted for a whole month before my wife begged me to get rid of it and get a second TiVo. I was happy to oblige.