When in fact, the tweet is absolutely not about either of the two. He's talking about a thought experiment where hardware stopped advancing and concludes with "Innovative new products would get much rarer without super cheap and scalable compute, of course".
Interesting conclusion—I'd argue we haven't seen much innovation since the smartphone (18 years ago now), and it's entirely because capital is relying on the advances of hardware to sell what is to consumers essentially the same product that they already have.
Of course, I can't read anything past the first tweet.
First up, the smartphone itself had to evolve a hell of a lot over 18 years or so. Go try to use an iPhone 1 and you'll quickly see all of the roadblocks and what we now consider poor design choices littered everywhere, vs improvements we've all taken for granted since then.
18 years ago was 2007? Then we didn't have (for better or for worse on all points):
* Video streaming services
* Decent video game market places or app stores. Maybe "Battle.net" with like 5 games, lol!
* VSCode-style IDEs (you really would not have appreciated Visual Studio or Eclipse of the time..)
* Mapping applications on a phone (there were some stand-alone solutions like Garmin and TomTom just getting off the ground)
* QR Codes (the standard did already exist, but mass adoption would get nowhere without being carried by the smartphone)
* Rideshare, food, or grocery delivery services (aside from taxis and whatever pizza or chinese places offered their own delivery)
* Voice-activated assistants (including Alexa and other standalone devices)
* EV Cars (that anyone wanted to buy) or partial autopilot features aside from 1970's cruise control
* Decent teleconferencing (Skype's featureset was damn limited at the time, and any expensive enterprise solutions were dead on the launchpad due to lack of network effects)
* Decent video displays (flatscreens were still busy trying to mature enough to push CRTs out of the market at this point)
* Color printers were far worse during this period than today, though that tech will never run out of room for improvement.
* Average US Internet speeds to the home were still ~1Mbps, with speeds to cellphone of 100kbps being quite luxurious. Average PCs had 2GB RAM and 50GB hard drive space.
* Naturally: the tech everyone loves to hate such as AI, Cryptocurrencies, social network platforms, "The cloud" and SaaS, JS Frameworks, Python (at least 3.0 and even realistically heavy adoption of 2.x), node.js, etc. Again "Is this a net benefit to humanity" and/or "does this get poorly or maliciously used a lot" doesn't speak to whether or not a given phenomena is innovative, and all of these objectively are.
2007 is the year we did get video streaming services: https://en.wikipedia.org/wiki/BBC_iPlayer
Steam was selling games, even third party ones, for years by 2007.
I'm not sure what a "VS-Code style IDE" is, but I absolutely did appreciate Visual Studio ( and VB6! ) prior to 2007.
2007 was in fact the peak of TomTom's profit, although GPS navigation isn't really the same as general purpose mapping application.
Grocery delivery was well established, Tesco were doing that in 1996. And the idea of takeaways not doing delivery is laughable, every establishment had their own delivery people.
Yes, there are some things on that list that didn't exist, but the top half of your list is dominated by things that were well established by 2007.