Gruber is trying to read the tea leaves, but I think he's overconfident in his read. Also, I really don't get the Monday Night quarterbacking that's evident throughout his whole piece. Maybe he's upset, maybe he's held back and now feels free to offer opinion --but I think it's just that. An abrupt opinion.
That said, I wonder who Apple will try to snatch? Who are some other good designers out there? MS has some nice HW design. Google to me does not. Nokia? I'm sure there are some others, but can't think of any ATM.