When talking about the Apple killer pg states two things.
1. The next product visionary will have a great example in Jobs and Apple. 2. The next Apple probably won't start with a consumer product, but they might be able to make some consumer thingy like Jawbone does.
Nest creates a great consumer thingy that's relatively cheap and it's run by an ex Apple employee. Tony Fadell might say he's not pursuing Apple's business, but is it unreasonable to think he might when the Apple pirate ship starts sinking?