(This event)Bill Graham Civic Auditorium: 7,000 peopleThat still doesn't indicate an Apple TV at all. I don't see a reason to switch to a larger auditorium just to announce a new Apple TV with Apps.
(Normal iPad/non S revision iPhone announcement venue)Yerba Buena Center for the Arts: 700-ish people
(Normal iPhone S revision) Infinite Loop 4: -300 people
This has to indicate something along with the street blocking, I don't know what. But something must be happening, especially with the security that they normally don't have.