Exactly! I'm so sick of people complaining that Apple isn't innovating but they point to Samsung as someone who is!? What a joke. Spec bumps are not innovation. You could argue that NFC is, but that was most likely a push by Google that Samsung played along with. Either way, it hasn't been very successful.
Anyway. With Google doing all their R&D in the public eye, people know they are working on cool stuff. Apple works behind the scenes, so people look to rumors to figure out what they are working on. If there are no decent rumors, Apple must not be working on anything.
Or perhaps Tim wasn't joking when he said they were doubling-down on security