Enlarging a branch predictor requires area and timing tradeoffs. CPU designers have to balance branch predictor improvements against other improvements they could make with the same area and timing resources. What this tells you is that either Intel is more constrained for one reason or another, or Intel's designers think that they net larger wins by deploying those resources elsewhere in the CPU (which might be because they have identified larger opportunities for improvement, or because they are basing their decision making on a different sample of software, or both).
I mean, he's comparing 2024 Zen 5 and M4 against two generations behind 2022 Intel Raptor Lake. The Lion Cove should be roughly on par with the M4 on this test.