discountopinion

Personally I love the iPad Pro 13"M2  model. It is also a corporate board room staple.
I am conflicted about the iPadOS software as I feel it is a bit restricted but on the other hand very familiar. Using it with the Magic Keyboard and a bluetooth mouse is wonderful albeit frustrating in some ways as the iPad apps do not adapt well enough to a mouse being used.

Moving to M5 is great and Apple Intelligence is likely one of the drivers along with improved battery life if also including the new C1 chip or the like.

I wonder how a 15-16" iPad Pro would fare in the market. Provided that Apple can do their magic on total unit weight it may be a massive boon for creatives and executives.

Tricky balancing act for Apple balancing the number of SKUs to meet different needs, strong competition and small market share.

Everyone that enjoys my HomePod 2 home cinema and music sessions are impressed with the sound quality and experience. If they can build on this with a HomePod 3 then i will buy them day 1. I am that satisfied with them from a sound perspective. Abillity to combine more than 2 speakers into groups for even better immersive sound. I would love to group 4 large HomePods rather than the two HomePod 2s i use for the AppleTV. Moar speakers please so we can take the sound volume to 11.

Apple Intelligence for a decent Siri experience will be essential as Siri is just embarrassing at this stage. Latency is everything so running things off a dedicated hub at home may not be good enough.
Mesh wifi options may be helpful to take a leaf from Amazon and use speakers as network extenders and full HomeKit hubs for Thread and Zigbee may be another.
Mesh cluster inference/compute load sharing may be a potential benefit with model sharding like exolabs but home wifis will likely make this non performant.

All of the above does pressure the BOM so unlikely to get the full list.

Another neat angle would be travel accessories for HomePod mini as bringing your own Apple Music when travelling is dope.

As previous poster has said - Nvidia is likely used for training and fine tuning whereas Apple Silicon is used for inference. Scaling laws are now also relevant for inference with the advent of reasoning models. Apple still has a capex light AI strategy which is a boon for its bottom line.

For me AppleTV+ has some absolute bangers like Slow Horses, Foundation, Silo etc. and a some meh content. Overall it feels very much too Hollywood / California / US centric.

Apple has too often leaned in on an established cast approach which is quite costly and a bit tired. Content is also safe and not very edgy. 

Contrast that with Netflixs superb global production approach with lots of local content produced to be accessible globally. Prime used to have a lot of out there edgy stuff before they went all bonkers with LOTR and Wheel of Time money pits.

Streaming is a format that enables you to take risks and enable a diverse palette of artistic directions. Having said this I also find it tiring to wade through the vast volumes of rubbish on other streaming platforms.

AppleTV+ is my least used streaming service but I still hold out hope for improvement over time. Apple made Apple Music into something wonderful for me and I hope that AppleTV+ will get there eventually.

Tim Cook has excellent access to Trump so likely Apple will be an example used in a soon to come tariff war.