Now here is your contradiction:
> Each of the M1 products has been a big step up from the preceding versions in almost every respect and especially performance.
> ARM architecture by itself is not significant performance advantage or competitive advantage at all, and there's no real secret sauce in Apple's chip program other than tight focus, a long time horizon, and massive amounts of cash. And CPU performance growth is slower than it once was as anyone who remembers the road from the 286 to the Pentium Pro can attest.
These statements conflict. I agree with your second statement. Regarding Apple Silicon, the leap forward was in power efficiency, in the platform switch, which by itself was pretty amazing, the performance increases are NOT 200% increases across the board on all models. Apple Silicon is roughly a third faster than the previous Apple Intel model generation, up a small amount of increase from the previous Intel generation to the last, and if you go back through the models you'll see these performance gains have been increasing, but the gains are incrementally faster on an incremental performance gain at each generation. This shouldn't be surprising. What is surprising is you and everyone raving about the massive performance gains that aren't there. There is a performance gain, but it is not earth-shattering, like if each gen was performing twice as fast as the previous. They're not, and they won't, if they ever do, for years if not decades. The refreshes are always incremental, Apple Silicon is no exception.
As for the second, that's not a contradiction. ARM ISA has very little to do with Apple's in-house processor performance. If they had stuck with PowerPC they could have achieved roughly the same thing (on a technical basis, licensing is a whole separate issue and likely the biggest driver of the switch to ARM).
Are you expecting AMD (or anyone else) to compare their new processors to things the competitors have not yet announced?
What would make Apple sweat at this point? Google must have when it seemed like they were going to produce high end consumer versions of ChromeOS laptops and Android phones. That's the kind of integrated experience that would compete with enough money behind it to get somewhere. Google blew that one though.
I'm not like pro Apple, I just don't think they care that much what Intel does.