I'm a bit of an education nerd, so that presentation was interesting. I love the the idea that anybody can make a textbook and add interactive elements. $15 for a textbook is pretty damn attractive as well. Somebody on Twitter did an un-scientific poll and came up with an approximation that about 10 textbooks is where you'd break even on cost as a student (10 paper textbooks vs. base model iPad + 10 digital textbooks). Mileage varies of course.
Full story:
http://www.engadget.com/2012/01/19/apple-ibooks-2/