Just so that I understand this correctly: he bought a $6000+ Mac Studio with a 20-core M1 Ultra processor and 128GB of RAM. But all these cores, ram, bandwidth, storage are not important, but rather the fact it is an "ARM64" workstation is what was the game changer. Seriously? Would a $6000+ x64 workstation be noticeably slower?
Not sure, but anecdotally I have a machine running linux that was $6,000 and definitely feels slower than my M2 macbook air. Mostly its a question of latency I would imagine. My machine: Archlinux “Zen” (lower latency kernel). Threadripper 3970x 256G DDR4 2666MHz 3x4TiB NVMe (PCIe Gen3) in RAID0 Radeon VII GFX card (more than enough for 2D render of terminals).
We know the performance characteristics of various x86 cores, however there are simply a lot of them, so most precompiled x86 code is generically targeted but likely has suboptimal parts on different architectures. You can, of course, -mtune= with gcc, but you'd basically need to rebuild your distribution. Or in other words, the ideal would be to compare someone running Gentoo vs macOS.
So, that was the gist of the talk and I more or less accept the conclusions. Now for my own view, I think what makes ARM processors interesting is their efficiency wrt power consumption. I would love a non-Apple ARM laptop if only because intel cores are much less efficient in terms of power they require.