"The console industry used to sell high-end wedding cakes. Now they sell wedding cakes, some sheet cakes, and occasionally a pre-boxed slice if there are leftovers. These are your only options for snacking in the living room. You order a wedding cake, go pick it up in a few days, and hope it tastes good.
They are about to find out what happens when piping hot cookies are hand-delivered in 30 seconds or less to the living room, for free.
The only thing Microsoft, Sony, and Nintendo have going for them right now is that the iPhone and iPad are drawing away virtually all of Apple's not-inconsiderable attention.
Here's how it will work: Apple will release a $99 controller. It'll look like a SNES controller mated with an iPhone 3GS: 4" standard-resolution multitouch screen, D-pad, four buttons, two shoulder buttons, and a Lightning port. (Inside is NOBODY CARES. gyro, bluetooth, Wifi, iOS SOC, battery.) And, naturally, it will be the least embarrassing looking item in your living room.
You'll take it out of the box, type in your Wifi password, log in to iCloud, and THAT IS IT.
The Apple TV (of which there are millions already installed) leaps into action. All the plumbing is silently set up, the App Store icon appears, a free showpiece game immediately offers to install itself, and Apple connects a half billion users to the television overnight.
Most of the Wii U's best controller ideas are co-opted, the overall controller complexity is a scant third of anyone else's, it retains all the power of touch controls, it requires no complicated setup whatsoever, all the game state is cloud-backed, dozens of touch-resistant game genres suddenly find a home in the lowest-walled garden of any shipping console, customers can add more controllers if desired, and the whole panoply of mobile software can infiltrate the last screen standing.
The Apple TV is a freaking trojan horse, if Apple wants it to be. Nobody else has the UX to stave them off, or the ability to hit the price points Apple can, or their sheer distribution power, or their sheer brand power, or anything.
Free cookies. Not nut-and-raisin filled wedding cakes. Which one is your kid going to reach for?"