> they’ve also never made a bad call on switching architectures.

It seems more like they have a high willingness to switch architectures.

Predicting which one is better in the year that you do it or the couple of years after isn't that hard. The question is, where is it going to be in a decade or two?

Each time they picked a huge company you wouldn't have expected to fail in that year, first IBM, then Intel. But that's the problem with huge companies, after a few years on top they tend to get complacent and stagnate.

Now Apple itself is the big company, but it remains to be seen if they're not still going to end up on e.g. RISC-V within the next ten years or so.