Soon, YouTube may deliver queued programming in much the same way your television DVR does, Fool contributor Tim Beyers says in the following video.

Google (NASDAQ:GOOGL) recently updated the Android version of its YouTube app to allow live browsing and saving of other programming while you watch. Think of it as the embedded menu on your family room TV. Hit the "record" button for an upcoming show and you'll record it to the DVR. YouTube now acts similarly on Android.

Give Google credit for figuring out to how to cater to shifting habits. Over the summer, Tim says his kids consumed tons of televised programming. But not so much on the couch in the living room as in their rooms on their iPads, typically watching Netflix or YouTube.

We're seeing more of this everywhere. Look at Apple (NASDAQ:AAPL), which supports 350,000 movie and 800,000 TV downloads daily via iTunes. ESPN, for its part, says viewers are using tablets and smartphones to consume bigger chunks of content anytime, anywhere.

How do you profit from the shift? As an investor, the best strategy may be to own a piece of each of the businesses enabling programming choice. Alternatively, Tim says, you could simply buy Google. The search king has changed not only the delivery mechanism for televised programming via Chromecast but also the medium itself via YouTube, already rich with a variety of interesting 10- to 12-minute programs.

Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of Apple, Google, and Netflix at the time of publication. He was also long January 2014 $50 Netflix call options. Check out Tim's Web home and portfolio holdings, or connect with him on Google+Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

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