True, but the basic point still stands. ISA heavily constrains the final design on-die. ARM might not be able to deliver an ISA that fits Apple's needs.
Apple already has a tweaked version of ARM (ARMv7s) [1]. There may come a day where tweaks no longer cut it. At the end of another excellent post, from the same author [2]:
> If compiler–architecture co-design is on the table, much more radical opportunities are available.
Apple has both compiler and architecture teams. And if it sees ties to a specific architecture hurting its product development goals again? It seems like exactly the kind of company that would drop the ARM ISA completely.
Or at least like the kind of company that wants to keep that option on the table.
[1] http://www.linleygroup.com/newsletters/newsletter_detail.php...
[2] http://adriansampson.net/blog/macroscalar.html