I believe this was said in yesterday's Google conference by CEO Sundar Pichai. It is in reference to devices like Echo, Siri, and Google Home gaining popularity.
Most people seem to think that the main interface with this so-called AI will be text/speech. This is incorrect. Interaction with AI will be spatial (think HoloLens), graph-oriented (think Semantic Web), and binary (think Tinder).
The big idea, which most people don't seem to appreciate yet, is that all apps are basically the same. Tweaking the layout and renaming "share" to "retweet" doesn't change the semantics of the underlying interaction. The next big thing will be some kind of app/service/protocol à la WeChat that let users accomplish 80% of what all other apps combined offered. Yes it will kill branding, yes there will be a learning curve. I suspect that those who will succeed will make kids their target demographic.
What company do you think of first when you hear "mobile"? Apple.
What company do you think of first when you hear "AI"? Google.
Not qualified enough to comment on how good this bet is, but AI/deep-learning _is Google's play_ for the coming decade. Here is a recent article that elaborates on the specifics: http://fortune.com/ai-artificial-intelligence-deep-machine-l...
Google isn't alone in this, AI is Nvidia's biggest bet too: http://fortune.com/2016/03/22/artificial-intelligence-nvidia...