Telly’s Plan For ‘Free’ Ad-Based TV Revolution Runs Into Quality Control Problems
Back in 2023 we noted how a company named Telly proclaimed it had come up with a new idea for a TV: a free TV, with a second small TV below it, that shows users ads pretty much all of the time. While the bottom TV could also be used for useful things (like weather or a stock tracker), the fact it was constantly bombarding you with ads was supposed to offset any need for a retail price.

But apparently there’s been trouble in innovation paradise.
Shortly after launch, Telly proclaimed that it expected to ship more than half a million of the ad-laden sets. Within a few months it had announced it had already received 250,000 pre-orders. But a recent report by Lowpass indicates that only 35,000 of the sets had made it to peoples’ homes.
What was the problem? Ars Technica, Lowpass and The Verge note that the problems began with a substandard shipping process that resulted in a lot of TVs showing up broken to folks who pre-ordered. Reddit is also full of complaints about general quality control issues, like color issues, ads being played too loudly, odd connectivity issues, remote controls randomly unpairing, and more.
Still, there’s evidence that the idea might still have legs, as the premise itself appears profitable:
“The investor update reportedly said Telly made $22 million in annualized revenue in Q3 2025. This could equate to about $52 in advertising revenue per Telly in use per month ($22 million divided by 35,000 TVs divided by 12 months in a year is $52.38).
That’s notably more than what other TV companies report, as Lowpass pointed out. As a comparison to other budget TV brands that rely heavily on ads and user tracking, Roku reported an average revenue per user (ARPU) of $41.49 for 2024. Vizio, meanwhile, reported an ARPU of $37.17 in 2024.”
The TV industry had already realized that they can make more money tracking your viewing and shopping behavior (and selling that information to dodgy data brokers) long term than they do on the retail value of the set. This just appears to be an extension of that concept, and if companies like Telly can get out of their own way on quality control, it’s likely you’ll see more of it.
In one sense that’s great if you can’t afford the newest and greatest TV set. It’s less great given that the United States is too corrupt to pass functional consumer privacy protections or keep its regulators staffed and functional, meaning there are increasingly fewer mechanisms preventing companies like this from exploiting all the microphone, input, and other data collected from users on a day-to-day basis.
I personally want the opposite experience; I’m willing to pay extra for a dumb television that’s little more than a display panel and some HDMI inputs. A device that has no real “smart” internals or bloated, badly designed GUI made by companies more interested in selling ads than quality control. Some business class TVs can sometimes fit the bill, but by and large it’s a segment the industry clearly isn’t interested in, because there’s much, much more money to be made spying on and monetizing your every decision.



I mean it certainly starts that way. And your point makes sense if you completely ignore the later stage trajectory of most large privately-traded companies over a long enough timeline. Like Boeing. Or the entirety of telecom. And you mention Google, but their search quality is an absolute dumpster fire now because, in part, they're financially incentivized at every level to pursue impossible ever-upward scaling growth over quality.
here's a study from just this week showcasing how U.S. mobile data price competition effectively halted in the wake of the deal https://research.rewheel.fi/downloads/The_state_of_mobile_and_broadband_pricing_1H2024_PUBLIC_REDACTED_VERSION.pdf I'll trim out the relevant bit for you: "Five years on, the Sprint / T-Mobile 4-to-3 mobile merger made the US one of the most expensive mobile markets in the world."
This is gibberish. The FCC literally didn't read the merger review impact studies from its own agency before approving the deal: https://www.bestnettech.com/2019/10/22/fcc-approved-t-mobile-sprint-merger-without-even-seeing-full-details/ And the Trump DOJ "antitrust enforcer" Makan Delrahim worked with both companies, in his personal time using his personal phone and email accounts, to make sure the deal got approved: https://www.nytimes.com/2019/12/19/technology/sprint-t-mobile-merger-antitrust-official.html That is not how "antitrust enforcement" works. Also here's a study from just this week showcasing how the consolidation in competition immediately put a halt to all wireless data price competition https://research.rewheel.fi/downloads/The_state_of_mobile_and_broadband_pricing_1H2024_PUBLIC_REDACTED_VERSION.pdf mindless consolidation apologists are embarrassing
freedom technology
I mean he just last week called X a "freedom technology," which suggests to me either rampant ignorance or allegiance to the broader mission of being a safe space for bigots. I simply can't take him seriously.
I forgot to mention in this post that Comcast waited two weeks to implement the necessary patch to protect its systems, despite widespread discussion of the severe impact of this particular vulnerability. Good times!
yup. "flood the zone with shit." Undermine consensus and expertise. Erode public trust in institutions. Make it challenging if not impossible to determine what's true. Helps if you simultaneously attack journalism and academia on multiple, concurrent fronts.
thanks
Whoops, thank you. I had conflated the union background with People's Choice (which is engaged in a similar mission) in my head. Corrected, thank you (and please keep up the good work).
the data is super clear on this, yep. Cooperatives, utilities (many city owned), and municipalities provide better, cheaper, faster broadband. AND it's locally owned by people who have a direct responsibility to the markets they serve. It's not some magical panacea, and there's certainly a huge role for private ISPs, but the path forward here is pretty clear. Tons of community-owned open access fiber networks, leased to multiple competitors.
yes, most analysis also doesn't include the hidden fees buried below the line. That just technically doesn't exist, and that's where cable and telecom giants make huge chunks of their profits.
"Push it onto the large ISPs: make them give details of speed availability throughout the territory they’re operating in (or looking to expand into), have an intern overlay it onto a map, and hold the companies to it." One, giant telecom monopolies lie about coverage, constantly. Two, they have spent twenty years lobbying government to ensure telecom regulators are too feckless, feeble, understaffed, and underfunded to hold them accountable for anything. Your proposal basically involves throwing untold billions at a big ambiguous mountain of predatory monopolies and just hoping it all works out Without reform and taking aim at state and federal corruption, none of this works out particularly efficiently, which is kind of explained in the post you responded to.
RTFA
So the FCC's first effort on this front made adhering to it voluntary, which was pointless. The Infrastructure bill required that they implement it permanently with mandatory requirements. But it still needs review and getting it implemented and enforced would require an FCC voting majority, which they don't have because the telecom lobby is currently ratfucking the appointment of a third Democratic commissioner to the FCC. And even with its full voting majority I'm not really sure the FCC would have the backbone to consistently enforce this much.
whoops, yes. brain fart. apologies.
it's so funny because even the Democratic Commissioners heralded as being pro-consumer can't candidly acknowledge in public comments that telecom monopolies exist and cause harm. there's just zero political courage to challenge them in any meaningful way, even if it's just rhetorically.
there used to be these kinds of requirements embedded in many local franchise agreements, but those were largely killed off in a big vilification push when phone companies lobbied to ready the field for their entry into the TV sector.
they're still basing a lot of this on "advertised" speeds. Hopefully this gets corrected courtesy of challenges, but I'm hearing a lot of skepticism on the challenge process actually working.
...
They don't serve my neck of the woods in South Seattle, unfortunately. There's conduit everywhere yet Comcast remains the only competitor here in much of "Silicon Valley North"
right on. "don't do the thing they incentivize you to do and punish you for not doing" is not a solution. And as I note to others, I also don't like laggy GUIs, tying the GUI to basic HDMI port switching, which still happens if you're offline.
I settled on the LG C1 this last purchase round and love the quality, but I still think the OS and GUI is shitty. And it STILL has the same problem where they tether the GUI (which gets slower as the TV hardware ages in relation to software bloat) to HDMI switching, so doing the basic act of switching ports is way more cumbersome and annoying than it should be (even if you operate the TV without connecting it to the internet).
Sceptre is arguably the dodgiest TV brand you can find and he linked to a dated LED TV. He literally didn't read the post, did a 30 second google search, and concluded the issue solved.