Sure, there were things like AirPower and the MobileMe widgets… things that were announced, but never shipped. However, by and large, a big new thing was announced, and a week later it would ship. The iPhone was only announced 6 months early to avoid it being leaked by compliance filing (or maybe it was patents).
Cook would be wise to go back to this instead of promising the shareholders things he can’t deliver on.
I think slow playing AI is the right move for Apple. Third party apps give their customers access today, and Apple can take the time to figure out how AI fits into a large cohesive vision for their products and ecosystem… or if it fits at all. Rushing something out doesn’t do anyone any favors, and has never been Apple’s competitive advantage.