said by GhostDoggy :

Currently, all channels are being broadcasted simultaneously while the operators are still offering 5, 10, and even +15Mbps Internet connectivity. They are suggesting that the average number of 'watched' channels at any given time is actually lower than the total number of channels.

As a result and the new ability to selectively not simultaneously broadcast all channels to the home they can find more useful ways of using recycled bandwidth. While faster internet connectivity is one of them, this could also allow for more higher-bandwidth channels (e.g. HD).

For instance, let's say that a cable operator routines broadcasts 200 channels simultaneously, but at any given time in their network only 150 are being watched. Since Internet connectivity is 'best effort' then the variable performance is already allowed and afforded.

Personally, they all need a better approach (deploy GigE FTTH!).