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While I don't think your assessment is inherently wrong, part of that I think is that fabbing custom silicon is easier than ever before. Don't get me wrong, be

While I don't think your assessment is inherently wrong, part of that I think is that fabbing custom silicon is easier than ever before. Don't get me wrong, being open is doing wonders as well but just in general, nowadays fabbing ASICs (and the experience that goes with it) is so much more accessible to smaller, less risk averse players than when ARM (or x86) really started getting big.

RetroTechie 3y ago
Simply put: technology advanced to superscalar, OoO cores & 64 bit multi-core cpus. These advancements took decades to pan out. Both x86 and ARM had to 'ride the wave' when that tech came along. RISC-V otoh can pick up the result of those advancements, piece it together for a new ISA, and go. No waiting-until-tech-advances other than the wait for design work & prepping those designs for mass-production. Both of which can take considerable time. But not decades.