Thing is, AMD doesn't offer Sony and MS a product. It's not like "here is a 5700, there is a 5800, and that's the 5600, please choose one". AMD offers MS and Sony an architecture with all its available building blocks and methodologies, Sony and MS have their own engineering teams that build their own blocks or change existing ones AMD has offered them ("special sauce") and then, in a combined effort, Sony's/MS's engineering teams and AMD's engineering teams build a custom iGPU. That's why Cerny's job is so important, he isn't a shopper going around and selecting parts like a PC builder, he is part of an engineering team that is designing an actual GPU. So it's not like AMD gives both different products, AMD provides a platform and services for MS and Sony to build their own GPU. If a console's GPU sounds similar to an existing AMD GPU because it has the same CU count, it's just a coincidence, they are different products.
I found the Panelo quote. But I didn't remember the date correctly, he actually didn't provide one, just said what they knew about the PS4 and the fact that the 8GB caught them off-guard:
What is important to know about console design is that it's a shot in the dark made years before launch. It's so easy in 2020 to be a Monday night commentator on an internet forum, saying that this doesn't make sense or that makes more sense. Yeah, that's easy to say now that you know Microsoft's plan, right? In 2013 no one called Sony stupid for going with a low-end GPU and an extremely low-end CPU in order to hit 399$ in order to be profitable at launch day (8GB instead of 4GB ruined that plan) because the Xbox One was even weaker than that. But what if MS was building a 499$ machine at a loss in 2013? What if the One was a 3TF machine? Was Sony smart or stupid then? Was Cerny a genius or a fool? Well, the answer is easy when you are an internet Monday night commentator, talking about the PS4 and One in 2013 after you already saw everything unfold. Let's see people design a console in 2009 to be released in 2013 and hitting the right spot for the market while beating the other console in the attractivness:price balance, that's the challenge Sony and MS have.
So when it comes to what the PS5 is VS what the XSX is, people need to realize that this fight has been decided years ago, not last week, not a year ago, these machines were designed years ago. Each company had a strategy, different goals, different marketing planes, and they had to build a console that will come out in a few years while (more or less) flying blind regarding what their competitor is doing. So whatever Sony's final machine will be, 8TF, 11TF, 14TF, it was their plan all along. It wasn't a reaction to MS's 12TF, it was their own plan. And yes, there is some time to react if you do it early enough and willing to spend the money and risk a delay, but that window probably closed over a year ago, unless they are changing something flexible like RAM chips or tinkering the clocks.
