I predict this thing is going to be slightly more successful than the Nexus Q. That is to say, not successful at all.
By Apple's own numbers yesterday, 500 million unique Apple IDs connect to the App Store every week. So, confirmation that there are over half a billion active Apple IDs. Of those, 27 million subscribe to Apple Music, allegedly. That's slightly over 5% (Um, what about the other 473 million of us Apple? Don't we get a cool new way to access OUR music libraries?). Of those I'd guess most already have bluetooth speakers, Sonos speakers, Echo/Home, or a home hi-fi connected to airplay or a good old fashioned audio jack.
Methinks the potential potential market for these is very, very small. And within that market, the people who will actually cough-up $350 for a one-trick pony is miniscule.
I really have no idea why Apple even came to market with this product and they stopped making useful things like routers.
I predict that by the 3rd generation it will have everything that was allegedly missing, which people are now complaining about.
Anybody with a stereo and lots of wires knows that once you put everything in your house/apartment it will only move when you do, dust bunnies and all.
This - very elegant and simple - loudspeaker with just one cable ( I dislike anything with batteries, but will survive if they MUST be) should at least be checked out for those in the market for smart loudspeakers.
Based on Apple history about 3 months after it's released we'll see the first fine-tuning.
As for Siri addressable, they will first have to convince me that Siri is now worth using.
So far, for me SIRI = DOA