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Apple M3 and the state of CPUs

Is it Apple and everyone else, even for CPUs?
The big picture: Apple's M3 launch stood out for its focus on how people actually use computers, the lack of AI acronyms and the fact that they launched three chips all at once. It is only getting harder to compete with them. As with all things Apple, the M3 has been extensively covered in the press, but beyond the performance metrics, a few things stood out for us, and here's our thesis on the overall sector.