I'm not sure that is what he said.
" ... only because of their investment into their Mac pro hardware program..."
You are reading that as though it said " Mac Pro, hardware program". There is no cap 'P'. That could easily be read as " Mac , pro hardware program". As the iMac Pro is going to released long before any revision to the Mac Pro appears ( which is at least early 2018 if not substantively later into the year... which is more than likely ... Apple has no fast past track record of Mac hardware for the last several years. ).
The new Mac Pro is in the group of Mac , pro hardware program devices, but it isn't the only or primary target of the whole group.
Second this exclusive thing appears only for the Kit ( as bundling the FCPX software is being traded as a feature). The Raven was announced in 2015 and scheduled to ship in Feb 2016.
"... The camera will ship in February 2016. Ahead of that, customers can reserve RAVEN in one of
three packages via a deposit. The
RED RAVEN Brain costs $5,950 USD and requires a $500 deposit. Also available is the
RED RAVEN Jetpack Package for drone and gimbal uses, and the
Base I/O Package for “run-and-gun applications," both of which require a $1,000 deposit. ..."
https://www.dpreview.com/articles/0967978388/red-unveils-raven-a-lightweight-and-portable-4k-camera
rumblings about it finally shipping in March of 2016
"... So, it seems that the RED RAVEN is finally shipping— ..."
https://www.cinema5d.com/red-raven-shipping/
In the year the that the Raven modules were available who didn't buy one who needed one ? (e.g., dealer network , equipment leasing shops, etc. ) . This more so looks like both sides are doing each other a favor. The minimum buy-in to a Red Raven is now higher than it was. Apple may be putting a floor under the sales (perhaps temporarily) and Red helps Apple out with their "pro" market image issue with a segment of the user base.
On the other end of the price spectrum from this $15K kit is the Free version of Avid Media.
https://www.engadget.com/2017/08/01/Avid-Media-Composer-First-free-app-hands-on/
There is ton of relatively high market saturation going on here and a bit of rubic's cube maneuvering to try to adjust for that.
I don't think there is high overlap in a shared, very narrow use of the word "modular" here. I'm sure Red would like for there to be some option to stuff in a single card to bump their RAW processing up a notch. The iMac Pro will work for a decent number of folks but RED's market is more geared to the 1% .