That corporate context is a good candidate, yes, but I think it's simpler than that. Assuming whatever Apple and Google cook up these next few years is essentially identical from a user standpoint, you can assume that Google's will be selling off every microscopic datum they collect from you, and know for a verifiable fact that Apple's will not (and cannot).
By which I think he means the AI stuff runs on your machine rather than the cloud. For me that's not a holy grail at all or even something I'm terribly interested in. I downloaded Apple AI on the macbook, found it quite meh and am now seeing if there is a way to remove it as it uses quite a lot of GB or memory. I can see for someone wanting to use LLMs on confidential corporate data that would be important but that's a specialist use case that I don't think Apple Intelligence is particually good for.