However, if you add it onto a better CPU it’s a fine technique to bet on - case in point Apple’s move away from Intel onto homegrown CPUs.
However, if you add it onto a better CPU it’s a fine technique to bet on - case in point Apple’s move away from Intel onto homegrown CPUs.
I don't think Apple is a good example here. Arm was extremely well-established when Apple began its own phone/tablet CPU designs. By the time Macs began to transition, much of their developer ecosystem was already familiar.
Apple's CPUs are actually notably conservative when compared to the truly wild variety of Arm implementations; no special vector instructions (e.g. SVE), no online translation (e.g. Nvidia Denver), no crazy little/big/bigger core complexes.
Wut - SVE and SME are literally Apple designs (AMX) which have been "back ported".
Literally no Apple CPUs meaningfully support SVE or SVE2. Apple adds what I would say is a relatively "conventional" matrix instructions (AMX) of their own, and now implements SME and SME2, but those are not equivalent to SVE (I call AMX "conventional" in the sense that a fixed-size grid of matrix compute elements is not a particularly new idea, versus variable-sized SIMD which is still quite rare. Really, the only arm64 design with "full fat" SVE support is Fujitsu's a64fx (512-bit vector size); everything else on the very short list of hardware supporting SVE is still stuck with 128-bit vectors.
Transmeta’s CPU was not performance competitive and thus had no path to success.
And as for Apple itself, they had built the first iPhone on top of ARM to begin with (partially because Intel didn’t see a market). So they were already familiar with ARM before they even started building ARM CPUs. But also the developer ecosystem familiarity is only partially relevant - even in compat mode the M1 ran faster than equivalent contemporary Intel chips. So the familiarity was only needed to unlock the full potential (most of which was done by Apple porting 1p software). But even if they had never switched on ARM support in the M1 the JIT technique (compiled with a better CPU and better unified memory architecture) would still have been fast enough to slightly outcompete Intel chips on performance and battery life - native software just made it 0 competition.
I saw some articles saying that Intel saw the market very well, they just could not deliver and rather than admit that, they claimed the CEO decided wrong.
The mobile CPU market worth is a meaningful chunk of Intel’s overall current market cap and they’re not participating.
> Transmeta’s CPU was not performance competitive and thus had no path to success.
I think you are operating with a bit too much benefit from hindsight. In a very reductive sense, every time someone has tried to make dynamic ISA translation work, they have done so because they believe their ability to implement their "real" ISA will be superior in some way than their ability to implement the external ISA. Obviously many have failed at this, usually when trying more ambitious designs, but less ambitious designs (perhaps most famously the AMD K5 and its descendants) have succeeded.
Apple's case is really quite different, in that unlike Transmeta or Nvidia, they already had several generations of CPU implementations on which to base their decisions prior to the point of announcing the macOS x64->arm64 transition, just as they had several generations of Intel hardware to consider when making the PPC->x86 transition.
As a co-founder of Advanced RISC Machines Ltd, Apple had a history with ARM dating back to 1990 at least:
> Arm was officially founded as a company in November 1990 as Advanced RISC Machines Ltd, which was a joint venture between Acorn Computers, Apple Computer (now Apple Inc.), and VLSI Technology (now NXP Semiconductors N.V)
https://newsroom.arm.com/blog/arm-official-history
Apple also shipped ARM-based Newton systems from 1993-98, and ARM-based iPods starting in 2001.
There seems to be a fair amount of continuity.
For example, Acorn's RISC OS (1987 onward) was ported to the modern Raspberry Pi, and you can still write ARM assembly language in your BBC BASIC programs on RISCOS for the Pi.
TSMC seems to have made a lot of bones on Arm and Apple’s time.