Good. Never a good outcome for the industry for Arm to be owned by Nvidia - and regulators have learned by now that undertakings in these circumstances have lit

Good. Never a good outcome for the industry for Arm to be owned by Nvidia - and regulators have learned by now that undertakings in these circumstances have little value. Sorry for Simon Segars who must have had a tough job essentially implementing Son's ideas. And those ideas seem to have been pretty poor - Arm China debacle, focus on IoT and selling to Nvidia have all clearly harmed Arm's prospects. It's clear by now that selling CPUs is a mature market but that Arm has room to grow and there is still lots of money to be made in hardware if you innovate - eg in accelerated computing. It's also true both that Arm's model works and that it has more competition than ever from RISC-V. A lot still to play for in my view and I think that the IPO price will reflect that.