He does talk about why Apple is doing so well. Architecture, but Apple has IC process, top-level designers, a wide well balanced design and RAM bandwidth advantages.
Sometimes it feels like Apple is the only company even trying. It sucks.
Regardless, it certainly feels like an own goal that AMD or Intel hasn't yet released a CPU with at least 256 bit wide on package RAM. They'd be able to capture a higher percentage of the BOM cost of the laptop if they did so on top of the speed benefits.
I don't really track this directly, but periodically I look for passively cooled (fanless) laptops. I haven't looked into Ryzen, but it would be a very nice surprise if there are fanless Ryzen laptops out there.
If you tell me TDP is a lie, I’ll believe you.
However, that doesn’t change the fact that there still aren’t any great fanless laptops from anybody other than Apple. I was attributing it to TDP, but maybe it’s something else.