Re Apple, I get his point about their cloud offering sucking and hence they are losing out on the biggest trend. But Apple is also hyper-focused on user-experience and design, which is a huge strength.
What I really don't get is his claim that Facebook will be one of the top 2 tech companies? Really?! Why? Because they are riding the cloud wave?!! FB, the social network itself is so ready for disruption that I believe it'll be dethroned just as easily as MySpace was. It's just a matter of someone figuring Social Network 3.0.