Indeed. None of it makes any sense. Consider:
There's much ado about people not wanting to connect another set top box. So then it would seem the correct number of boxes is either zero or many. After all, I don't think the new ATV will replace my PS3, right? So what's the difference between PS3 and ATV, and PS3 alone? Nothing really, I still have to plug in cables and deal with inputs.
And maybe this isn't the case in the US, but I suspect the situation is the same as here in Cannuckia: the cable companies simply aren't going to let you eliminate their crappy cable boxes. They'll talk about it, but it will be one of those cases where you simply can't do it - like CableCard. Apple might go all-internet, but who really expects that to happen in the short term?
But consider that further… reverse the argument. I think my TV is just a large monitor I connect things to it like my computer monitor. Those things change over time. If I try to build those into my TV, am I supposed to throw it out when a new game machine comes along? No. The proper solution is to have *nothing* in the TV, just the monitor, speakers, and a bunch of HDMI. Does anyone disagree? If so, do you think Apple would get that utterly wrong?
And then there's Siri inputs. Give me a break. Siri can't tell the difference between me and the radio, and doesn't work well at all if its noisy (just try it in the Apple store). So Piper thinks we can voice command our TVs? Really? With my wife in the kitchen asking me what I want to eat, and the kids playing YouTube on the laptop? There's no way this is going to work.
Don't get me wrong, I firmly believe another ATV is coming out. My difference of opinion is that it will be just like the current ATV, a little black box. Except it will have 1080p and some way to stream live TV. That's all anyone needs on top of what we already have. If you want Siri, that's easily possible in the iPhone Remote app. I'd personally love to see an antenna input and links between that an an online TV guide (even in a separate box), but I can live without that.