I think his point is correct then. It's not 'spatial computing', it's just floating iPad screens in VR.
How do you be productive with this thing? If you have to talk to it, it's not appropriate for an office. If you have to use a keyboard, then it's just a $3500 monitor for one person with less than 2 hours battery life that you still need a mac for. If you're just using it to scroll through photos, or make facetime calls, then it's less useful or versatile than a mac or an iPhone.
Your praise for the iPad is based on it being a productivity machine, rather than an eReader. But so far no one online or any developers have announced an actual use for this thing that isn't better served by existing devices or traditional monitors. Apple will never get to an endgame product if the first (and subsequent) iterations fail because no one can figure out what to do with it in its current design.