Assuming he's thinking of a chip launch as you assume (same here TBH), I think it's very simple to figure out what will happen based only on public information. NVIDIA has claimed they were going to have a major new generation every ~12 months, with derivatives for that generation coming ~6-9 months after the first part. The reason why the Tegra2 generation hasn't been publicly announced is they wanted to focus on APX2600 at MWC09 and not reduce the hype for products coming out this year just because they were about to sample a chip that won't be available in end-products for some time. So now they're going to announce everything at once much closer to end-product launch in MWC10 (and maybe CES10 for the netbook chip?)
Since they've hinted several times there would be a specialized MID/netbook chip this generation (although it could also be used in flagship smartphones to compete with OMAP4 I'm sure) and they'll likely also want a lower-end chip to expand their addressable market, this gives us three chips this generation (at least). Then they have indicated Tegra3 one year after that, which corresponds nicely to TSMC's claim that the first 28LPG tape-outs would happen in 1Q10 (Qualcomm & NV likely being in the first batch).
Based on a basic understanding of market trends and a tiny bit of info from the grapevine about timeframes, this gives us the following *speculative* roadmap:
1) 65nm, 1xARM11, 720p+ Decode, 720p Encode, 2xTMU/2xVS, 32-bit LPDDR1. Tape-out 2H07, Sampling January 2008.
2) Derivative AP16, basically same thing but bugfixes/minor goodies. Tape-out 3Q08(?).
3) 40nm 1xA9, 1080p Decode, 1080p Encode, 4xTMU/2xVS, 32-bit LPDDR2. Tape-out 4Q08.
4) 40nm 2xA9, 1080p High Profile Decode, 1080p Encode, ?xTMU/?xVS, 64-bit 1.35v DDR3 or LP-DDR2. Tape-out mid-2009.
5) 40nm 1xA9, 720p Decode, 720p Encode, 1xTMU/1xVS, 16-bit LPDDR2. Tape-out 2H09.
6) 28nm 4xA9, 2x1080p High Profile Decode, 1080p (HP?) Encode, Next-Gen GPU(?), 64-bit LPDDR2 or 1.35v DDR3. Tape-out 1H10.
This compares favorably in terms of functionality and timing with the competition if correct, although as always the big question remains die size, power, and the pricing strategy. Given what they achieved on these fronts on 65nm, I'm quite optimistic - but as always, the competition is definitely tough. Given some of the great things being done by pureplay baseband and connectivity companies though, I'm very optimistic that standalone application processors do have a very bright future though. They won't get locked out; if anything, they'll actually be advantaged.
There, is that enough information overload for you?