I'll bite.
> Current A12z chips are highly performant; Apple is
> roughly one chip cycle ahead on perfomance/watt from
> any other manufacturer.
We haven't been able to compare them. Micro-benchmarks do not count because mobile versions of Apple chips haven't been designed for desktop requirements. People love comparing CPU cores with micro-benchmarks, but the hardest thing for a modern desktop/server chip is to feed data to many cores while maintaining cache coherence.
> So, I’m predicting an MBP 13 - 16 range with an
> extra three hours of battery life+, and 20-30% faster.
Before agreeing with your estimates, I want to play with a true 8-core Apple CPU with a large multi-level cache first. Building the Linux kernel with -J16 will be a fun exercise. Look, AMD is not stupid, and they're on the same node Apple will be using, and they're not 30% faster than even a 5y.o. Skylake.
> Apple has to pay Intel and AMD profit margins for
> their mac systems. They are going to be able to put
> this margin back into a combination of profit and
> tech budget as they choose.
I wonder how their conversations with TSMC go. With Intel, at least they had AMD to use as a bargaining chip. With TSMC there's no alternative.
> One interesting question I think is outstanding -
> from parsing the video carefully, it seems to me
> that devs are going to want ARM linux virtualized
> vs AMD64.
That's the big one. The world's software is built for and runs in data centers, not laptops. Our machines are increasingly becoming nothing but thin clients, remote displays that happen to run Javascript. CPUs do not matter. And I suspect that's the real reason they're switching.
But from the developers perspective, it's incredibly convenient to use the same platform (OS + instruction set) as the machine they're targeting, even for interpreted languages. Linus Torvalds wrote a well-articulated email about this a while ago, IIRC he was commenting on POWER, but I think his points are valid. At my company, devs keep struggling with Docker on a Mac. Add to that the ARM pain, and I wonder how many will finally get a Thinkpad. Developers will switch to ARM when majority of AWS instance types goes ARM.
P.S. I love how "old-tech" HN is, but for the love of god, give us a decent way to "reply with quote".