He does talk about why Apple is doing so well. Architecture, but Apple has IC process, top-level designers, a wide well balanced design and RAM bandwidth advantages.
I'm saying all this as a frustrated ThinkPad buyer. It's been 3.5 years since the first M1 machines went on the market and I still can't buy a ThinkPad as good as the Apple computers of that generation. I have to remember to power off completely before putting my ThinkPad in my bag otherwise I will have a very hot laptop, fans at full, with 50% battery remaining by the time I get to work.
Sometimes it feels like Apple is the only company even trying. It sucks.
Is it still true? My Ryzen desktop is a lot faster than my M1 Mini. A laptop Ryzen won't be as fast as my desktop, but it should be close?
Regardless, it certainly feels like an own goal that AMD or Intel hasn't yet released a CPU with at least 256 bit wide on package RAM. They'd be able to capture a higher percentage of the BOM cost of the laptop if they did so on top of the speed benefits.
The M1 used in the original MacBook Air has a TDP of around 10 watts. I don't track this closely, but AFAIK there aren't any good performing chips on the PC side of the world that can beat that.
I don't really track this directly, but periodically I look for passively cooled (fanless) laptops. I haven't looked into Ryzen, but it would be a very nice surprise if there are fanless Ryzen laptops out there.
The real world implications of these number matter more than the numbers themselves.
If you tell me TDP is a lie, I’ll believe you.
However, that doesn’t change the fact that there still aren’t any great fanless laptops from anybody other than Apple. I was attributing it to TDP, but maybe it’s something else.