> tldr; competition is as stiff as it is vicious-- Apple's "lead" in inference is only because NVidia and AMD are raking in cash selling to hyperscalers. If that cash cow goes tits up, there's no reason to assume NVidia and AMD won't definitively pull the the rug out from Apple.

These companies always try to preserve price segmentation, so I don’t have high hopes they’d actually do that. Consumer machines still get artificially held back on basic things like ECC memory, after all . . .