I think the observation Ben is making, is that Apple no longer has a grasp on the future purchases in the market. He makes it explicit with this quote: "I can, for the first time, envision a future where I don’t buy Apple by default." It used to be a given that we would refresh every 3-4 years, thats probably no longer guaranteed.

Observationally, I would argue we've all been expecting this for this for a long time. Every year Apple has raised the price of allegiance and every year we've paid it, waiting for products like the framework laptop or certain linux distros to become mature. We're still not there yet, but how much longer until there is real competition in the personal computer market?