The whole video is worth a watch but if you don't have time, here's the most important quotes:
"How does that fit in to a cohesive larger vision that's going to allow you to sell 8 billion-10 billion in products a year . . . You've got to start with the customer experience and work backwards to the technology. You can't start with the technology and figure out how to sell it."
"As we've tried to come up with a strategy and a vision for Apple, it started with 'what incredible benefits can we give to the customer?', "Where can we take the customer?'
not starting out with 'let's sit down with the engineers and and figure out what awesome technology we have and how we're going to market that.'"