This makes sense and the one item I would add is having the cloudj service accessible from AppleTV. The new apple TV is great but the lack of a music library natively is a bit of a drawback. I can see the cloud service being an instant stream via AirPlay and available to AppleTv and any iOS device. There is real value in having your entire library available anywhere you are with Internet access. And then with cloud sync the possibilities and potential are endless.
I stream my AppleTV through my home theater so such a solution is very appealing to me.