1. A cross-application connectivity layer that pipes data and actions between apps
2. A natural language interface to control #1
Thinking about them separately is useful, because although chat is the new UI hotness, #1 is valuable on its own and the two can potentially be deployed separately.
As presented here, I suspect the natural language interface will be faster and easier than buttons for operating the cross-app layer for complex queries, but potentially slower than operating buttons for simple things (like "start dark mode").
But personally, I believe #1 combined with some AI context awareness is more powerful of the features.
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And btw, I left Apple last year to build a local-first and developer-extensible assistants for the Mac that's pretty similar. If this interests you, would love to chat (email in profile, as well as a waitlist).