Neil Cybart rolls out a smart, detailed look at where Apple has its future focus. Lots of interesting bits here. A few highlights:

While Apple management will never admit it, the company has been thinking and looking beyond iPhone for years. The Apple Watch’s ongoing march to iPhone independency is clear evidence of this post-iPhone thinking.

And:

Management isn’t driven by the goal to come up with something that is more profitable than iPhone. Instead, the focus is on coming up with something that makes technology more personal and handling new workflows that were never able to be handled by iPhone.

And:

While AR makes for a cool on-stage demo, having to hold an iPhone or iPad up as an AR viewfinder for long periods of time isn’t ideal. Items like Siri Shortcuts and Siri Suggestions are interesting on iPhone and iPad although they are incredibly more appealing on mobile displays worn on our bodies. ML applications on iPhone and iPad are useful, but the predictive and proactive nature of the technology can work wonders when combined with mobile cameras and screens that we don’t have to hold. Apple is announcing new technologies that make more sense on form factors that currently don’t exist.

And:

It’s easy to think that Apple may simply be biding its time until the world is ready for AR glasses. However, WWDC gave us a glimpse of how Apple is busy behind the scenes, preparing for what comes next. With ARKit, Apple is using hundreds of millions of iPhone and iPads to inspire 20 million developers with the potentials found with AR. A similar dynamic is at play in getting customers comfortable with items like Animoji and Memoji – items that will likely one day be available via a pair of smart glasses.

This is a wonderful exploration of where Apple is heading, their strategy for getting there. Don’t miss the chart in the middle of the post, specifically that yellow line showing Apple Watch growth.