> IP law is fundamentally different from product distribution law, and antitrust doesn’t really apply to IP It is relevant when IP is used in an anticompetitiv

> IP law is fundamentally different from product distribution law, and antitrust doesn’t really apply to IP It is relevant when IP is used in an anticompetitive way, like Microsoft’s licensing terms back in the day. I can see a company making the argument that ARM is dominant enough that onerous terms with one company and not the others is anticompetitive (not saying that it is the case, but I have seen worse points seeing some successes recently). Otherwise yes, I agree with everything you said.