I think stratechery has some good analysis, but too much of it is framed from an Apple fanboi perspective. It reminds me of what a grown up, financially focused, version of RoughlyDrafted would look like. And after having been an Apple fanboi for a few years but not anymore, it’s hard for me to read.

As an example, this article itself justifies Apple’s 2016 keynote as being innovative because accessories revenues have doubled since. Doubling of revenues could mean and imply many things, but innovation is hardly one of them.