This video is part of our "Motley Fool Conversations" series, in which Chief Technology Officer Jeremy Phillips discusses topics around the investing world.

By 2016, North America and Europe will have more than 100 million Internet-enabled TVs. While less than half of enabled TVs are connected in the United States currently, Jeremy highlights the few clear winners in the space. The first will obviously be the company supplying the platform. The latter is perhaps where many more opportunities lie for investors.

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