It is worth considering why you expect anyone else could be more successful. On the one hand you have ARM investors wanting them to extract more revenue, and t

It is worth considering why you expect anyone else could be more successful. On the one hand you have ARM investors wanting them to extract more revenue, and the ARM customers do not want to pay more or have more restrictive licenses. They are in a bit of a nasty equilibrium but one that will hit all IP companies eventually. An old colleague of mine has got into the idea businesses are now going to put the big squeeze on all suppliers that count as part of gross margins, which would include ARM, while essentially ignoring operational costs. The implication would be companies looking to use RISC-V would be more inclined to pay chip design houses on a contract basis more upfront than have anything including royalties. I dislike the idea but think he is right, and that the future of electronics is about to go through the same sea change that software did with open source and the emergence of SaaS.