I don't have extremely high confidence in Qualcomm as a company either, but there are many different paths to Qualcomm becoming competitive, with the right mana

I don't have extremely high confidence in Qualcomm as a company either, but there are many different paths to Qualcomm becoming competitive, with the right management of the Nuvia team. They can (and should) manufacture on the Intel (TDM 2) or TSMC nodes to stay competitive, and Microsoft is clearly willing to partner on the software side to make the x86-to-ARM transition possible. I suspect Samsung might actually get there first since they are more similar to Apple and have long produced good (if not top-of-class) phone chips and are integrating AMD's RDNA2 into their Exynos chips. Still, it's clear Apple is a good couple of years ahead, I don't expect 2023 Qualcomm or Samsung platforms to be competitive with M1, let alone M2.