AMD is doing well because they moved on chiplets before Intel did. The decision of ARM vs x86 is pretty much unrelated to the move that saved them, and sticking with the architecture with which they had decades of experience was probably a good idea.

I mean Keller is talking about a decision to not pursue an ARM chip that he’d apparently been working on after(?) Zen 2 (or maybe in parallel). So AMD was already back on a good path at that point.