And that's why these predictions worry me. If you do the mental equivalent of zooming out, these predictions seem to focus on two things:
1. Centralizing storage of user-generated content.
2. Catering to consumers instead of professionals.
The vast majority of Apple's value captured (AKA revenue) is from consumer products: iPads, iPhones, iPods. But much of the value created by Apple products comes from professionals. Artists, programmers, writers; countless creative professionals use Apple hardware and software in their work. If Apple focuses on consumers, it will almost certainly be to the detriment of professionals.
I love my MacBook Air, but I can see Apple's trajectory. I can see my laptop becoming a locked-down Duplo version of itself. Then I'll be forced to switch to something else, and my knowledge and experience of OS X will become worthless. More importantly, many other professionals would be in the same boat. Millions could be stymied and frustrated by these changes.