It’s easy to illustrate this in retrospect. That is, while the large-phone / versatile-competitor aspects have been creeping up for some time, illustrating Apple’s actions is easy only now that we’ve seen what Apple has done (e.g., windowing) or seen the most recent, seemingly-reliable rumors (e.g., from Mark Gurman at 9to5Mac). To state this another way: I’m not claiming any sort of prediction with these slides. My purpose, with this specific post, is to illustrate what’s happening.
Update: I updated the third slide to cite apps. My intent wasn’t to get into (any) specifics with this post but, at the same time, I’d be negligent if I didn’t highlight the fact that apps are (or should be) a critical element to iPad’s advancement. I also clarified the fact that my intent isn’t to make any predictions with this post. It’s an “explainer”. Finally, I made small adjustments to the second and third slide.