I think it's because they are betting on JEPA and they're trying to carve out brand identity by being special little Steve Jobs clones. They're taking "Think Different" to its neurotic limits.
"See this is why we can't build with transformers and had to use JEPA and look how much better it is!"
This paper from last year doesn't age well due to rapid proliferation of reasoning models.
https://machinelearning.apple.com/research/gsm-symbolic