I agree with almost everything he said in that video except about the Mac Pro.
I expect the Mac Pro will move over to Apple Silicon too and with integrated Apple GPUs but they’ll use multiple SOCs in the Mac Pro to get the high core counts for the CPU and multiple GPUs. Apple’s desktop SOCs are said to be very different to their mobile SOCs so expect the new Apple Silicon Macs to be a step forward from where current Intel Macs are even those with dGPUs.
If the Mac Pro had two or four SOCs it’ll have two or four GPUs which is far more likely than Apple creating a single powerful PCIe based GPU for the ridiculously small Mac Pro market. It would be incredibly expensive to produce on such a small production run even if their Arm silicon is cheap to make.
Also GPUs on PCIe buses is everything they’re trying to avoid with their new strategy.
I don’t think Apple will update the Mac Pro one final time with Intel or AMD hardware, if there is another Mac Pro it’ll be Apple Silicon based and will be very different to the cheesegrater of 2019. There’s a chance the Mac Pro may be retired and the iMac Pro is the highest end Mac Apple will sell, only time will tell.