His background may help or hurt his viewpoint, depending on how you see things.
I will say that I disagree with his points. And I'll also point out that the Mac ARM transition is happening right before our eyes with the T2 chip, which replaces a bunch of system components (memory, i/o, disk controllers, etc) with an ARM-based platform.
Practically, the only thing that hasn't been replaced are the main CPU and the GPU, but it's only a matter of time.