This also seems like it'd be RISC-V's problem too. ARM is, from what I understand, pretty cost-competitive - they're not a big fat high-profit behemoth ripe for

This also seems like it'd be RISC-V's problem too. ARM is, from what I understand, pretty cost-competitive - they're not a big fat high-profit behemoth ripe for disruption like say Intel. As it stands, I think the only companies that can save money with RISC-V are the ones with enough volume, staff, and specialised needs to take their chip design entirely inhouse without using the services of companies like SiFive and who also don't need compatibility with the existing software ecosystem.