And that basically confirms the Console form factor isn't going away, and neither are the GDKX optimized game versions aka Console SKUs.
Like I said before, full convergence is about bringing together the two game dev environments together for both PC and Console form factors, not getting rid of either. So Consoles will be have PC store access with Windows SDK games and Xbox PC will have Forwards Compatibility with GDKX optimized versions. It's a new paradigm, both are products that currently don't exist.
First statement he is talking about that they both use the same technologies. Windows NT kernel, Win32 app model aka Windows API, unified dev environment with GDK/GDKX. Thus they're the same in his eyes, just separated due to form factors. Second statement is about creating a new paradigm, of devices that don't currently exist. Consoles that can run PC games too in addition to Console games. And PCs that can run Console games too in addition to PC games. That's the innovation.