So I think you're going to see a few trends happening here which may change your mind.
One of the big gaps here is that most TV App platforms are independent of the video you are watching (they are not content aware). Take the Yahoo! platform which is (very well) designed to be used while watching TV, yet the apps don't know what is being watched. This adds some serious difficulty to app developers who want to enhance existing TV content which is kind of the current holy grail for TV apps (Actually most TV apps right now provide alternatives for delivering video content - and that is the killer app on TV right now. I'm going to try to focus this screed on TV apps whose main purpose is not to deliver video). This disconnect between app and video is currently being addressed. Early next year these apps will be able to be content aware and you will be able to have apps which are sync'd to the broadcast and this will add a lot of value to the chain. Unfortunately enhanced ads will likely be the first area where you'll see this functionality but someone needs to pay the bills.
The second trend is that a lot of TV interactivity will likely move from the TV to your tablet PC. We've already seen a first implementation of this with ABC's "My Generation" TV Show app (show's already canceled unfortunately). This app sync'd to broadcast using audio fingerprinting. I think that at some point these "second screen" apps will be the main type of TV Apps you see. Likely using the TV app platforms for some simple updates. Think a leaderboard or something while playing - or a twitter feed.
With respect to social. I think where the most interesting social aspects for TV aren't "Friend Feeds" via Twitter or Facebook. But using social networks for content discovery. I think we're going to be so inundated with video content that our primary method for content discovery won't be a guide (or search) but some sort of social recommendation system. Maybe a reddit for TV?
You're probably right with respect to using a secondary device as the medium with which interactivity and TV content are brought together.
Your last point is a pale shadow of a greater problem that PVRs are trying to solve. People are ipso facto inundated with too much content from all angles, period. I sometimes find myself wondering if we as a society are addicted to this constant influx of content and stimuli.
One of the big gaps here is that most TV App platforms are independent of the video you are watching (they are not content aware). Take the Yahoo! platform which is (very well) designed to be used while watching TV, yet the apps don't know what is being watched. This adds some serious difficulty to app developers who want to enhance existing TV content which is kind of the current holy grail for TV apps (Actually most TV apps right now provide alternatives for delivering video content - and that is the killer app on TV right now. I'm going to try to focus this screed on TV apps whose main purpose is not to deliver video). This disconnect between app and video is currently being addressed. Early next year these apps will be able to be content aware and you will be able to have apps which are sync'd to the broadcast and this will add a lot of value to the chain. Unfortunately enhanced ads will likely be the first area where you'll see this functionality but someone needs to pay the bills.
The second trend is that a lot of TV interactivity will likely move from the TV to your tablet PC. We've already seen a first implementation of this with ABC's "My Generation" TV Show app (show's already canceled unfortunately). This app sync'd to broadcast using audio fingerprinting. I think that at some point these "second screen" apps will be the main type of TV Apps you see. Likely using the TV app platforms for some simple updates. Think a leaderboard or something while playing - or a twitter feed.
With respect to social. I think where the most interesting social aspects for TV aren't "Friend Feeds" via Twitter or Facebook. But using social networks for content discovery. I think we're going to be so inundated with video content that our primary method for content discovery won't be a guide (or search) but some sort of social recommendation system. Maybe a reddit for TV?