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Have you missed the part where Intel has a zillion data leaks and AMD doesn't? There's a difference between "oh we can do interesting things in speculation" and "<Intel> who needs page tables? your virtual address is now physical in speculation".
The fact of the matter is Intel designed their CPUs under the clearly-flawed assumption that anything that happens in speculation stays in speculation, and with absolutely no concern whatsoever for defense in depth (i.e. stopping bad/illegal things early, not late)
That stinks of top-down company culture driven by ignorant managers. I'm sure Intel engineers knew about the possibility of things like this happening and were told not to do anything about it (until it became a problem).
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