He's wrong about several points. He states that Apple dominates the mobile space, but it's not even close. Android owns almost 71% of the market while Apple has about 29%.
Windows is definitely positioned to be replaced in the enterprise, but it would much more likely be Linux than MacOS. Many enterprises already run Linux and/or Windows servers and with the only thing keeping most desktops on Windows is Office...which Microsoft has been pushing to the web, although unsuccessfully.
I have heard about the death of Windows in corporations for 20+ years. Windows 11 is garbage, but I'm not sure it's enough to get companies to switch.
MacOS only is used in some Silicon Valley companies, but that's a bubble. You'd be hard pressed to find it used in the rest of the business world anywhere.