I think people are missing a blatantly obvious reason why this could be true but not be some crazy shakeup of the market: Apple.
I think this is a custom setup for Macbook Pros. I don't see Apple switching to Zen in their laptops soon. Zen seems to be competitive on desktop (by design, it seems tailored for that versus how Intel has been tailoring their designs towards mobile), but that's quite different from laptops, and there's a lot of lower level software work that companies have done to improve laptops power efficiency because they could focus on Intel's chips. That will take time to develop for AMD so I think we'll see Intel maintain an advantage in mobile. We know Apple is sticking with AMD's graphics, so it makes sense for them to make the Intel CPU and AMD GPU work together better. They have the money and clout to make it happen for sure. So Intel and AMD work together to appease Apple, and neither one needs to do much to accomplish it, so they're not really buddying up too much that would hurt them if they go head to head more. And Apple uses that leverage to keep AMD and Intel willing to appease them (after all, Apple could leverage Zen or even their own ARM CPU against Intel, and Nvidia GPU against AMD).
I think Apple is going to take an Intel CPU and AMD GPU and put them one one of their small boards (Apple has been shrinking the size of the their motherboards, at this point it practically is MCM or even an interposer). The memory setup makes for interesting speculation, would they go for an IRIS chip and use it as a graphics buffer (like Microsoft does on Xbox One), or might we see HBM (just in small quantities, like 1-2GB), or maybe just a large pool of DDR4 (since I don't think gaming performance is much of a focus for Apple on laptops, they might view the benefits of the shared memory space for the CPU and GPU as being the more important factor).