I disagree strongly with this, and it has everything to do with how we conceptualize AI.

I get in my car and plug in my iPhone. CarPlay immediately causes the Maps app to pop up and route me to my next meeting. I can say "hey siri, set a reminder to call Mr. Jones at 3:00" and she will gladly comply. If my buddy texts me while I'm driving to the meeting and asks if I'm free for golf tomorrow, she will automatically try to pin that on my calendar. I can throw out lots of examples here, but you get the idea.

Now granted, voice recognition in Siri has been pretty bad. She struggles with a lot of basic things, like putting on the music I request. But, there's no question in my mind that these augmented reality moments are where AI is actually making a difference in our lives and represent the actual business opportunity bridgeheads. In Apple's case, they not only already control the hardware (the phone, the watch, the earbuds, the tablet) but they've also figured out how to start bridging this into other hardware like a vehicle.