While I watched Apple's WWDC 2014 opening keynote on Monday morning, I couldn't stop thinking about the infectious mixture of fun and confidence everyone onstage seemed to be exuding. It was something new for this era of Apple, and it felt like a mirror image of the announcements being made. The message was loud and resonant from where I sat: We're back, we're ready to play, and we know who we are.

Watching CEO Tim Cook and his "Superman" companion Craig Federighi bound about onstage, trading jokes and launching into strangely lengthy and effective bits on topics like a near-miss naming of OS X "Weed," you might not recognize the company if not for all the Apple logos everywhere. The tone was jovial, loose, and confident. One might even say playful.