Well, he doesn't know a dang thing!
But I hope he's right. ATV apps seem so obvious.
Apple will want to start ATV app development off on the right foot, though.
I don't know what kind of hardware is in the current generation, but apps won't be so interesting in practice if the device is too limited. And Apple surely knows that if they blow it the first time around, they might not get another chance.
So I wonder if they release a significantly more powerful ATV that is required for running third-party apps? But... then they would raise the price... and it's hard for me to see how it could be successful at something like $329. Then again, I didn't think the mini could be successful at $329.
I guess we'll see soon enough. In the end I'm skeptical because Apple could have done this all along but didn't. So what's different that would change their minds? No one is really pointing to any reason for Apple to do this now.