Apple needs to not just launch a competitor for AD. They need to properly support integrated directory services with a broader range of systems.
Aside from that, they don't have an endpoint security solution, which is a necessary part of this package, ultimately, if they care going to replace JAMF, who is the real target/loser here.
If Apple can do those two things... well... I'd switch in a heartbeat. Why? Well, their support story is going to be way better than JAMF. Also, I hate having multiple vendors when I can have just one.
For those saying that Apple has no room left to grow... I expect this isn't the end of this for Apple going after business users. They need to roll Claris into the mix, stop acting like Numbers is a spreadsheet, and finally launch a cloud platform.
There's many billions for them to make here.