This seems mistaken to me. The core idea is that LLMs are commoditizing and that the UI (Siri in this case) is what users will stick with.

But... what's the argument that the bulk of "AI value" in the coming decade is going to be... Siri Queries?! That seems ridiculous on its face.

You don't code with Siri, you don't coordinate automated workforces with Siri, you don't use Siri to replace your customer service department, you don't use Siri to build your documentation collation system. You don't implement your auto-kill weaponry system in Siri. And Siri isn't going to be the face of SkyNet and the death of human society.

Siri is what you use to get your iPhone to do random stuff. And it's great. But ... the world is a whole lot bigger than that.