Was originally just "Apple Watch Ultra 2 will go back on sale", but during recording, news broke that the ruling had been stayed and sales would be resuming. Jason pushed the prediction out a bit to a point where it was still a competitive question whether it would remain on sale.
This is a bit "wooly", but for example, the M2 MacBook Air was a new form factor, but the 15" MacBook Air was not. Size changes and port changes aren't enough. James admits that this may be wishcasting.