Agreed that lack of desktop Arm wasn't the biggest issue. Arm didn't take off because: - Intel had process leadership and x86 was 'good enough' - Process leade

Agreed that lack of desktop Arm wasn't the biggest issue. Arm didn't take off because: - Intel had process leadership and x86 was 'good enough' - Process leadership was in turn supported by the volumes / margins that Intel had on their consumer PC business. But now Intel has lost process leadership partly due to smartphone volumes supporting huge investment at TSMC / Samsung and the hyperscalers have an incentive to differentiate their offerings (e.g. Amazon Graviton).