> They have hardware designers who can design GPUs from scratch, write proprietary graphics APIs and fine-tune for power efficiency. The only organizational roadblock that I can see is the executive vision, which has been pretty wishy-washy on AI since for a while now.

The vision since Jobs has always been “build a great consumer product and own as much as you can while doing so”. That’s exactly how all of the design parameters of Ax/Mx series were determined and relentlessly optimized for - the fact that they have a highly competitive uarch was a salutary side-effect, but not a planned goal.