>Note that TBIR appears to be a term the author...
Tile-Based Immediate Rendering, or Tile-based immediate mode rendering (TBIM) is quite well known and not an invented term. [1]
Given this is from MaxTech. I nearly stopped reading when he listed "they started working on the chips 5-7 years ago". But since he quoted hishnash, may be worth a read anyway.
I also doubt the the so called GPU limitation is due to this. The GPU TDP usage depends on a lot of other factors.
This TBDR limitation, if you can call it that has been well known since PowerVR / Dreamcast's days ( Someone please make a low cost Super-H Chip ). Most of the explanation seems very weird from a cache and memory access perspective. And as
@lamchester pointed out later [2], a lot of it doesn't make any sense. And remember, M1 Ultra is two M1 Max. Which means there are many some small details missing in how it works together.
[1] https://en.wikipedia.org/wiki/Tiled_rendering
[2] https://twitter.com/lamchester/status/1514346083819786240