Apple's design team being 4 times or "just" 2 times better then Intel/AMD just doesn't sound plausible
Why not? I think all the evidence points to the fact that Apple team managed to come up with a more promising microarchitecture. It didn't sprung up her night either, they've been at it for over a decade. And it's clear that they own some kind of unique recipe, since no-one else is capable of building such wide cores. The perf-per watt of Apple CPUs is unmatched both in the ARM and in the x86 space.I mean, the only other company that claims to have the comparable technology is Nuvia, which was started by former Apple's CPU designers.
And I don't think that this hypothesis is that ridiculous. It's not necessarily about some teams being better than others, it's often about the luck of having the right idea at the start. For a while, Intel had the best design around (Pentium Pro — which they still use, heavily modified, in today's CPUs) and it took AMD almost 25 years to catch up! Apple has gathered an excellent team of CPU designers, poaching a lot of talent from Intel, ARM and others, and they certainly have the resources to allow that team to go crazy. They managed to develop a much more efficient microarchitecture than anyone else is capable of, and that's where we are today.