They already posted an 11-minute video of this a few days ago... headline being a potential flip in the order of rollouts, beginning with "ultra" and getting to "base" instead of "ultra" rolling out last as it has been. Here it is...
The key speculation is first M4 will be (N3E-based) M4 Ultra in Studio and Pro
this summer, followed by MAX & PRO in MBpro this fall, followed by base M4 in the Macs that lean on it late 2024/early 2025. Why? One of the bigger keys is that there is
more profit in the higher-end chips and rolling them out last motivated people to WAIT for the next generation which was always impending soon after Ultra. Next gen MAX has generally been close to prior gen ULTRA in key tests, so there was even some consumer sense in waiting and choosing MAX over ULTRA. Most simply: the window of time for ULTRA to be "most powerful Mac" has been relatively tight. Flipping the launch schedule makes it king for the entire year or so until the next ULTRA is released.
By flipping it to Ultra first-base last, those wanting "latest & greatest" will pay maximum money (and profit) for it and then it will step down to the less profitable versions of the same chip. Base will be rolling out close to the new next generation, so those most driven by "latest & greatest" would feel some pull to wait and then pay up for Ultra... or then MAX & PRO.
Whether there is merit to this speculation or not, when I see any rationalization that revolves around "more profit" for modern Apple Inc... I at least consider it more seriously than just dismissing it as a wild guess.