You can draw a straight line through iPod -> iTunes Store -> iPhone -> App Store -> iPad -> Apple Watch. Even though the vision was a little blurry with regards to how powerful mobile devices would get and thus how the smart phone would overtake the PC for revenue, it still holds up in the way these products are executed and integrated. Frankly, the only company that is really competing effectively with this 15-year-old strategy is Google, because they have cloud services chops that Apple has struggled with, but despite being dominant in that area, it's still just good enough to put them on par because their UX, integrated industrial design, supply chain management, and marketing still pale in comparison to Apple.
Just because it wasn't immediately obvious to the world that the iPod would succeed doesn't mean that the vision wasn't there or that it was just dumb luck. Obviously there is a huge amount of luck in terms of circumstances that fuel every large company, but I find it really annoying when people are so dismissive of good execution with this type of hand-wavy rhetoric.