> Just imagine that Apple's view of the "iPad Pro with MacOS" demographic are customers who purchased a 1600 USD MacBook and a 1000 USD iPad. Is the "iPad with MacOS" able to replace either of those? Would they be able to charge 2600 USD for that device and sell comparable volumes?"iPad with MacOS VM" is technically adjacent to "iPad with Linux VM", since both make use of hardware nested virtualization support that is present on Apple M* processors. Good performance/watt Linux on Arm will launch in a month on Microsoft/HP/Dell/Lenovo/etc laptops and tablets with Qualcomm-Nuvia (ex-Apple) Snapdragon Elite X.
If Apple opens up Linux VMs on iPad (as a side effect of opening MacOS VMs), they can keep some users entirely within the Apple walled garden, similar to Microsoft's introduction of WSL on Windows. If they allow defections to Nuvia hardware, it can expand to Macbooks Pros, given the Qualcomm roadmap for AI silicon on laptops, co-funded by billions of automotive pipeline.
Those who already purchased two Apple devices have already given their money to Apple. They won't do it again, since iPads are already overpowered for the artificially constrained use cases. If new iPads with extra memory/storage allow VMs, that's net new revenue above the $1500 price point. We'll find out next week.