I disagree with it feeling aimless - other than the Vision Pro, you can’t really point to a weak point in their lineup?

You can only invent the modern smartphone once then everything else is iterative. The iPhone, iPhone Pro, Air and now Duo is a crazy strong lineup. Same for the watches, same for the AirPods.

Vision Pro is super interesting but just not ready for prime time yet, but as a demonstration of what is technically possible it is fascinating. Immersive entertainment is a huge opportunity, watching a gig or a sports game like you are there. If they can repackage and get it down to $500-750 then they could have another hit category that largely doesn’t exist (like Bluetooth headphones pre AirPods - around but no one had nailed it).