https://newsroom.intel.com/editorials/x86-approaching-40-sti...
Intel didn't name names, and everyone at the time assumed it was related to Microsoft and their efforts to ship windows 10 on ARM with a 32 bit only x86 emulator.
But I wonder if that rant was actually aimed at Apple. Microsoft's emulator only needs to target a older subset of x86, one that could avoid ant patented instructions.
If Apple are planning to move from x86 to arm, they will need an emulator that supports full 64bit with some relatively recent extensions that all MacOS applications target by default.