I actually agree with this OP. The post makes sense. If Apple came out with a real desktop-class CPU/GPU, it would be amazing. Think a true Mac Pro that has Nvidia 4090-level graphics and real AI performance.
The issue seems to be as Steve Jobs once compared laptops as cars and desktops as trucks. The iPhone is now the motorcycle, the iPad is the car, and the MacBook is the pickup truck. What’s a real desktop look like? A 18-wheeler semi-truck?
Who wants that? There is the issue. Very few people need what is all ready available. The iPad is running an SoC capable enough for 95% of users. But the OS sucks. See Tim isn’t smart like Steve. Tim cares more about his shares and stock grants annually than truly making great products. Tim knows that okay, if we let people run Mac-capable apps on their iPads we won’t sell as many MacBooks.
And now comes the money. When the money is calculated it just doesn’t make sense to make desktop-class SoCs when the current M-series SoCs do everything over 99% of users need. We might be talking less than .01% of the Mac population that needs a faster SoC. Researchers? AI? Servers? Video production studios? We are pretty limited here. Apple could absolutely compete in this category if it wished to. But financially, it just doesn’t make sense.
Timmy’s AAPL is afraid of cannibalism of its products. That’s because Tim doesn’t understand technology. He’s not a product person. He gives users what they ask for. Look at the M-series 14” & 16” MBPs. They’re thicker than they need to be. They have ports most don’t use to stop the dongles. He can’t stand the criticism. AAPL shareholders are far better with Tim in charge but Apple users would be much better if someone like Steve was in charge. In reality there needs to be give and take. It shouldn’t be as shutdown as it is with Tim, but his strategies make sense since it’s a public company.
I would think that if Tim allowed the cannibalism of Macs by iPads, they would more than make up for it with new users coming from Chrome and Windows/Intel platforms. But that’s a risk Tim doesn’t want to take. Steve wouldn’t care what the shareholders think, and that’s not necessarily good either.
But at the end of the day the answer to your question is there’s no money in it for AAPL.