I think RISC-V eats ARM's lunch at the low end across the board over the next 5 years. Financially that is okay in the near term for ARM as the major profits a

I think RISC-V eats ARM's lunch at the low end across the board over the next 5 years. Financially that is okay in the near term for ARM as the major profits are all in the high end designs. But all that will be left in a few years is the high end areas and where there is a lot of lock in to the ISA. It isn't yet clear when RISC-V will be ready to compete at the highest end of things, but that is where Jim Keller comes in. RISC-V is a classic market disruptor for ARM, just as ARM was a disruptor to Intel.