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The IT department at the place where I work installs antivirus on all Macs. I’d guess it is the same at most bigger corporations

Doesn't that assume that all these IT departments and corporations are using the anti-virus software in question? I feel like most AV software vendors were aware of the ARM transition and would know to look for the new Universal Binaries...

But was it not just a specific product?

How many anti-viruses for macOS are there exactly? If it's the most popular one (whatever that is), it probably doesn't change much about the problem.

They can't selectively release Firefox. If 5% of machines have AV, then the new version of Firefox wouldn't have worked for 5% of machines. That's far too high a failure rate to release.

i.e. all the folks who are using a macbook from work -- I don't think that's a small fraction.