> I don't think it's realistic to assume "no internet" is a standard default these days
About 1 in 6 US households has no internet access, nowhere near a small enough number to start rolling up alternatives.
https://datareportal.com/reports/digital-2020-united-states-...
That also claims:
"The number of mobile connections in the United States of America in January 2020 was equivalent to 107% of the total population."
I'm not sure how to disaggregate that to humans. I do personally have more than one device with a data plan, although I'm not sure how typical that is.
Streaming only was able to take off because broadband (back then this wouldn't even have been that much, >~2Mbps) was already widespread. So I'd say yes, nobody liked waiting for slow connections.
I don't think it's realistic to assume "no internet" is a standard default these days, though, regardless of if/how you watch TV.