I stopped reading when he mentioned "..beyond the fact that billions.." I looked it up and iphone users are much less than two billions. I can't expect much axcuracy from this opinion.
I noticed the same thing. "The fact that billions of consumers already have iPhones" is a hallucination, not a fact. Billions of consumers have Android phones, but that's not the case for iPhones. (Billions of iPhones have been sold, though.)