Apple has the luxury of being patient, and the benefit of a developer ecosystem and bottomless funds. This release may or may not be huge (I don’t think it will), but the one after, or the one after that, probably will be.
I agree Apple doesn’t know the use cases or customers that will be big for gen 3 in a few years. So what? They didn’t know that for the Watch or iPhone either. The markets evolves, as markets do, and the developers experimented, and later-generation hardware evolved to support how people used earlier generations.
I can understand skepticism, but I really don’t understand adamance at this point.