No, he's not.
He said "aiai"
Apple iPad, Apple iMac.
AirTags are not even a real commercial product.
Some are speculating "aiai" could also mean:
Air Tags
iPads
Apple Pencil
iMacs
One of the "a" could also be Apple TV or Air Pods V3.
And as the hosts of the "Upgrade" podcast noted this week, we also have all these various OS updates adding more and more things to them, yet still not being released. Could be they're not ready or could be they are waiting for new products to be announced to release the updates in conjunction with.
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