Yeah, this is interesting to think about.
Maybe it's a bet on LLMs/Siri AI as well: all of the not-iPhone devices become more useful if you can control them well with your voice.
I think people do feel some tension about staring at their phones all day and like the idea that the phone can stay in the pocket or on a desk while stuff like the Watch and maybe a HomeView or a HomePod could cover a lot of the little usages along the way. (I'm not sure people would ACTUALLY use them that way, but I could see it driving some sales.)
> people do feel some tension about staring at their phones all day
That, plus the crowd who would want or like to hack on a device like this, or at least use a non-Apple app or service, is probably far outnumbered by people who don’t care what (and whose) software can run on their screen in the home as long as it looks nice and works well, which is typically the case for Apple.