Rene Ritchie - WWDC Day 1

In his article WWDC Day 1 Rene Ritchie of iMore.com states:

I went to the State of the Union. That's the second keynote, and the on that's under NDA which means I can't talk about what was said there. (If you violate NDA's, you're not doing Apple, this business, or yourself any favors.) I can say there was some amazing, and some very candid things shown and discussed there.

Does anyone care to speculate (or anonymously) tell us what Apple showed and discussed there? Is it about the iOS design process or where it is going?

Definitely piqued my interest.

Thanks!