As mentioned elsewhere in this thread, automated content recognition and analysis and advertising will apply to anything on your screen no matter the input source
Ok but if the tv has no internet access what is the smart tv going to do with all these nice screenshots? First rule: never provide Internet access to your smart tv.
There was some talk lower in the thread about devices being able to form mesh-networks with other devices that do have internet connection (for ex. your neighbour) and share data that way, there hasn't been any links or sources to the claims yet however
I mean, I remember people saying similar things about Google scanning Wi-Fi SSIDs to track their location. There was a point in time where people were saying that was conspiracy theory thinking.