It's interesting because he clearly has some vision, but he is also a master salesman and manipulator. He pretty adeptly dodges the question about "yea, this is good for Apple but what about developers", because he launches into a sales pitch that ropes you in but leads you to the time that we have today, where Apple uses its walled garden approach to bend and mold developers to their will. It's likely to me that, even at this time, Jobs probably had the whole 30% cream off the top model in his head. It also leads to where macOS and iOS-only developers are worn down by the siphoning and churn and sidelined by the prominence of cross-platform web and Electron apps.
And god, Jobs just drips with a sort of icky confidence and condescension, and there's certainly a lot of cult of personality present in the audience members.
I read that one differently. His presentation style was not as well developed as later, but setting that aside I doubt he had a grand plan. What he appeared to have is a point of view that without developers Apple was going to die no matter what else they did, and without more compelling hardware it also wouldn't matter what else they did. He knew that Apple's leverage with the big vendors (Adobe, MS) was limited, so my guess is he was at the point of this talk fishing around trying to figure out how to hustle the company out of that situation. He knew that the current product line was very poor and not making them money. The $150M MS deal was masterful. The product simplification was necessary. But you can see the fishing around, they talked about licensing, supporting Intel, enterprise app dev and server infrastructure, all kinds of random stuff. So I don't attribute any grand plan, just a really specific view on what Apple's problem was and a lot of hustling to try to solve them.
https://youtu.be/qyd0tP0SK6o?t=1260
And god, Jobs just drips with a sort of icky confidence and condescension, and there's certainly a lot of cult of personality present in the audience members.