I think you're both right. He's saying that from the perspective of the largest private business in the world with $100B+ yearly revenues, derping about on services worth a few million in revenue is just noise. Apple isn't going to shift it's business to capture a $10M/yr market or whatever it is.

And you're off here being like "BUT THEY DO EXIST (even if they are so trivially small that they wouldn't even make a rounded-up single line on Apple's financial disclosures)".

From Apple and his perspective, these tiny businesses are irrelevant.