Not aware of those "lots of people", but all I can say it's the node advantage it's very real, at least it has been because TSMC hasn't really made any major mistakes in the last few years.
But real performance improvements post M1 didn't really match expectations. IMO the expectations Apple stated/implied in their usual marketing incantations are partly to blame, but they were the ones pumping the hype, so it's completely fair to charge them for that.
Compute performance improvements of ~30% are OK and in line with everybody else, meaning they are dealing with the same reality as other companies, hence the "let down"
But real performance improvements post M1 didn't really match expectations. IMO the expectations Apple stated/implied in their usual marketing incantations are partly to blame, but they were the ones pumping the hype, so it's completely fair to charge them for that.
Compute performance improvements of ~30% are OK and in line with everybody else, meaning they are dealing with the same reality as other companies, hence the "let down"