The thing we can talk about is Apple's strategic direction. The good version has Apple releasing a notably superior general purpose computer, maybe even gaining more marketshare in the process. The bad version has the Mac turning into an iOS development station. The fact they showed a game of all things does give some encouragement.
Key questions:
1. How open the new OS/Models will be, and how much developer support we get. The more open, the more likely is will be a powerful general purpose computer.
2. Whether Apple can keep riding the tiger regarding processors. I'm sure they did their due diligence, and the new processors will be powerful enough. But x86 isn't dead yet, AMD is capable and even Intel isn't dead - they still have a hand to play.
If Apple can keep at this, developers will flock in and we'll see nice stuff. If x86 (re)gains its momentum, Apple will be left behind, but they will be unlikely to switch back (unifying processors with the iPhone has a lot of advantages for Apple), and we end up with the bad future.
Apple took a chance today, we'll see whether it pays.