I still don't think people seem to realize that by the time you add a retina screen probably with glass and the extra battery capacity to be able to keep the same battery life to a MBA that it would end up being about the same size/weight as the rMBP...
I think that is the point he was making. There would be very little difference between a 13" rMBA and rMBP so why not just get a rMBP now.
Maybe Apple will surprise, but I don't think the tech is there yet to add a retina display to the MBA without making it bigger/heavier. Just like the iPad 3 was bigger/heavier than the iPad 2.
The ULV processor used in the MBA could allow for a slightly smaller battery, but it's true that it would still have to be bigger than in the current MBA in order to compensate for the high power draw of the backlight needed for such a pixel-dense display.
So in the end, yes, it would be possible to have a Retina laptop that's thinner than the 13" rMBP, but the difference would be minimal, at least if you don't want to sacrifice battery life.
Another thing to consider is that starting from Haswell, Intel will now offer multiple types of integrated graphics (HD 5000, Iris 5100 and Iris Pro 5200) where they previously only offered a single solution for all Core i5/i7 notebooks, no matter the class and TDP.
According to Intel's latest slides about Haswell's graphics, it seems that the iGPU that comes with the CPU the Haswell 13" rMBP will use (Iris 5100) will be more powerful that the one the Haswell MBA will use (HD 5000) by roughly 50%, which makes sense considering the respective resolution of the monitors they have to drive.
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