Well, he has a point, but I wouldn't call that visionary; many people have suggested before the possibility of a future where an important part the connected population never used a PC before and rely exclusively on their smartphones. And understandably so, the only way companies like Facebook or Google can grow is by getting the "remaining" population online, and that in turn might be enabled with the advent of the cheap smartphone. Of course whether it will happen and what would be the impact if so are different questions.
It's all mighty convenient that Facebook has the "vision" of having smartphones be about people, not apps, when Facebook's strength is people, not apps. I mean the so called "vision" is just an extension of their mission. Nothing really breakthrough from their point of view, although I could see how others from the outside would look at it like that. But for Facebook is just another extension of their mission, just like the auto-sharing feature. Facebook <i>needs</i> the web to rely on as much sharing as possible, and they now also <i>need</i> mobile to be about people - regardless of how good or bad it is for the user in the end (privacy concerns, etc).