Here are the videos of the iPhone 2.0 Roadmap event. It's broken into several segments because YouTube's limits.
This first segment deals largely with the Microsoft Exchange integration (important to corporations, and scary to RIM).
Part 3 digs into the SDK and the ability for other companies to create applications for the iPhone.
Part 4 introduces the Cocoa interface builder...
Part 5... demoing some sample apps, including a 3D shooter game using OpenGL graphics and the built-in accelerometer for "steering." Very cool!
Part 6 goes over a thrilling sales application (yawn)....
Part 7 shows Sega's Super Monkey Ball on the iPhone. To move the ball, you just move the iPhone around. REALLY cool!
Part 8 -- the final words. Introduces the SDK. You can download it for free to run on your Mac, or pay $99 to join the developer program and test things on your iPhone.