He is, IMHO, 100% correct with his analysis, including the critisism of the quality of what made Apple great. Apple abandoned their opinion leaders (us) about the time they started requireing a sign-up to get the devtools. Slowly but surely their Unix isn't quite that attractive as it used to be and the quality of their utility software has been in steady decline ever since. The last few versions of Preview can't even render PDFs correctly anymore.
Meanwhile the open web, pushed by Google, is taking over. Devices and web environments are steeply growing in power, and the line between website, service, VMed and native app is blurring faster than we can follow.
I've been seeing it ever since I finally understood ChromeOS.
Remember when it came out? Everyone, including me, was like "WTF?".
But now we understand. Chromebooks are the poor mans and the developing worlds (80% of all potential users globally) MacBook Air. They're dirt cheap, boot nigh instantly and run for a day on one charge. And Google takes care of you all along the way.
Today it's blatantly obvious that Google, of all megacorps, has the best long-term strategy and thus is pushing a standards based open web. It's the only plattform they can win with and it is more and more becoming the plattform with which people can develop safely and be guraranteed some sort of userbase, no matter the underlying OS or device. The Pixel comes as a premium phone - an unusual thing from Google - but everyone knows it's just an upgraded iPhone knock-off hardware wise. The real deal is with Google Assistant and the unlimited storage they offer.
My 2 cents.