I knew it.
Second prediction: we’ll see a new AppleTV announced at this event. Apple isn’t going to miss an opportunity to plug the AppleTV and they’re not going to pitch a 2 year old device with their brand new services.
In order to get maximum sales out of this new AppleTV, they’ll want to entice existing owners to upgrade. A new design will do that. I can see an AppleTV in a unibody enclosure that looks like a smaller Mac mini.
I’m less confident about an AppleTV dongle because Apple already brought all the major manufacturers on side with AirPlay built in going forward. That said, if an HDMI dongle is released, I’d imagine it’d come with the TV App built in and no tvOS App Store. The TV app would be its home screen. TV App + AirPlay for $99, 3 months of TV service included.
Who cares about what a set top box design looks like? Clean design dictates that the "set top box" is not visible.. TV designs now are thinner and thinner, and when mounted, should have everything else hidden from view.
Apple missed the boat with this one. Software is on the TV now, and I'm not sure they've given one compelling reason to "subscribe" to any half baked service they are offering.
Apple right now is starting with the goal of creating a subscription. They just are figuring out what the subscription should be for after the fact. This all reeks of desperation, of course. If I was a stock holder I'd be quickly heading for the exit.