But it can't just be competitive it needs to be significantly better in order for the consumer space to care. Nobody is going to run Windows on ARM just to get equivalent performance to Windows on X86, especially not when that means most apps will be worse. That's what's really impressive about the M1, and so far is very unique to Apple's ARM cpus.
> oh also in the HPC world, Fujitsu with the A64FX seems to be like the best thing ever now
A64FX doesn't appear to be a particularly good CPU core, rather it's a SIMD powerhouse. It's the AVX-512 problem - when you can use it, it can be great. But you mostly can't, so it's mostly dead weight. Obviously in HPC space this is different scenario entirely, but that's not going to translate to consumer space at all (and it's not an ARM advantage, either - 512bit SIMD hit consumer space via x86 first with Intel's Rocket Lake).