"No one knew what the iPod was for either" is a sort of Godwin-for-Apple-speculation. Once you cross the Rubicon where that's invoked, with no other argument provided, it's been signalled it's rational to connect any dot.

But yeah, it's novel that Tim Cook's Apple would lean into something Wall Street would abhor - a low-margin capital-intensive business - for something that sounds out of date (L2 in 2028, n.b. Mercedes is at L3 on highways, even assumes liability. Elon would tell you Tesla is L3, YMMV)