> the phone as a form factor is not going away

It's not going away in the next few years. Which means Apple doesn't have to rush to release an AI product for the sake of it à la Giannandrea.

That's really the point of the article. As long as the phone is the (or at least a significant) conduit for our use of AI technology, Apple is in a good spot, and it's the same spot where they have historically done very well.