I'd focus on the underlying service provider APIs first, in the same manner as any other cloud resource.
It shouldn’t matter what Musk “believes” what should matter is facts.
Setting aside the political side-effects of throwing support behind Intel and its US government-backed investment, we've seen movement on modem chip development and low-end SoCs for sub-MacBook Air and iPhone Air / SE / other models.
Perhaps this is the classic low-end / high-performance bifurcation problem (i.e., Srouji is focused on high-performance chips while the greater executive class is focused on service of the Walmart demographic, e.g., Made-In-USA, inexpensive, wider market acceptance).
That said, it feels as if the fragmentation in the non-Windows space ends up being worse for non-Intel/AMD platforms, both commercially and from a devrel perspective. Qualcomm and Apple still have the best arm64 platforms above a Raspberry Pi.