2moinmoin: Yes, I agree. Zen1 is about new 4xALU SMT2 design (instead of silly Bulldozer double 2xALU) and hooking up with Bulldozer front-end (which was quite good) and it was already able handle and feed 2 threads. They also kept dual FPU concept from Bulldozer. Zen1 has better gain from SMT2 over Intel and IMHO it is thanks to Bulldozer capability handle two physical threads.
If Zen3 is the Big-Zen-arch-from-scratch (6-8xALU, 4xFPU, SMT4) and design started in the same time as Zen1, they probably decided to create middle step, kind of upgraded Zen1 by features from Zen3. Well that's Zen2, taking Zen3's two 256bit FPUs out of four, fast L1 cache and IO-core-chiplets (without 4GB HBM L4 cache). Well, there is nothing more you can take from big Zen3 6xALU SMT4 design. So Zen1, Zen2, Zen3 could be planned from beginning - Jim Keller's master plan makes sense IMHO. All the puzzles fits pretty well.
The only strange thing is Jim's canceled Zen3 ARM version. I thing this would be killing machine in server market due to missing x86 decoder and much lower power consumption (much more cores in the same socket TDP). Maybe they canceled big Zen3 together with ARM Zen. Maybe they decided to not risk and continue with conservative 4xALU design doing small steps as Intel does. Similar situation as they canceled Jim's big K8 at 1999 (and then Keller left AMD) and keeping 3xALU design until K10 and finish insanity with 2xALU Bulldozer design later on. I'm just worry of consequences of Keller's leave.
At least since Apple's introduction of 6xALU beast in 2017, I'm pretty sure they are working on at least 6xALU design too (to enter market in 2023). Just there is a good chance to have 6-8xALUs beast in 2020 as Zen3.