I think we can assume it means random within Apple-allocated blocks. However I thought the whole point of MAC addresses was that they were unique to the device. (I know about spoofing them).
Even within an allocated block, it should not be done. And yes they are supposed to be device unique.
Even if Apple kept a block of their own MAs for random use, they would still be breaking/bending the rules. They cannot start using a new block until their previously allocated block has been fully (over a specified threshold) utilised.
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