I just assumed the M1 branch predictor would also be in the same class, but I guess not. In another comment (https://news.ycombinator.com/item?id=40952404), I did some tests to confirm that it was actually the threaded jumps responsible for the speedup.
I'm tempted to dig deeper, see what the M1's branch predator can and can't do.
Turns out that M1 can track the history of indirect branches just fine, but it takes 3 cycles for a correct prediction. With threaded jumps, the M1 gets a slightly higher hit rate for the initial 1 cycle prediction.