It's by James Whittaker. Basically people are downloading and using way less apps than a few years ago. Today to get the users to use something it has to be sortof built-in the ecosystem in an other way then simply forcing someone to go search for and download a specific app.
Similarly, Apple News is pretty crappy, but I still check it now and then because its right there. That's a "pageview" that used to go to a "media company".
I think he's referring to the platform itself providing most of the apps.
e.g. Google Play Music replaced spotify for me when I used android. It can now play podcasts (like Apple's podcasts app) and also recognize music playing (like Shazam). Google's Inbox replaced Dropbox's mailbox. Google Map has a lot of features I used to find in Waze, even some extra ones (like Timeline). etcetc
It reminds me of what Microsoft used to do: embrace, extend, extinguish.
"Embrace, extend, extinguish" was Microsoft's strategy for destroying open software interoperability standards. I understand what you're saying, but it's not nearly the same thing.