But Softbank and ARM are not in remotely similar markets and ARM can't meaningfully favor Softbank as a customer even if they wanted to. So yeah, I guess I'd a

But Softbank and ARM are not in remotely similar markets and ARM can't meaningfully favor Softbank as a customer even if they wanted to. So yeah, I guess I'd argue that NVidia is more dangerous because they're more competent. In the sense that they are competent because they are in a close enough market for there to be a conflict of interest.