Unfortunately there is not much I can really say because of the NDA. But the information I learned today is pretty awesome. You can tell Apple has a definite direction for all of their developer technologies.
I didn't get into 3 sessions today because it was sitting room only. All three were iPhone sessions. I am going to have to wait for the videos to be posted to ADC on iTunes.
Tonight is dinner with 3 managers from my company (who didn't come to the conference). Luckily my company's office is just down the California coast from San Francisco so they were able to drive up. It should be fun.