I've just listened the last show.
About the speculation about Apple changing processor architecture, let's remember that:
First, they adapted OSX from NeXT OS (which was compiled for 680x0) to PowerPC processors.
Later, in practically no time, around 2005/6, they dropped PowerPC and adopted Intel. That has a huge architecture shift, and they even *emulated* PowerPC to make a seamless transition from old applications. This implied also switching from big to little endian, by the way. The transition was so seamless that, for some time, same OSX version would boot on Intel or PowerPC.
And lately they dropped objective-c in favor of a modern functional-object language of they own (Swift).
So it's very clear they can do whatever they want with the new processor, and they will succeed. If they announced, they are already well prepared.