> Was ARM really competitive until recently? The writing was on the wall 6 years ago; Intel was not doing well in mobile and it was only a matter of time until

> Was ARM really competitive until recently? The writing was on the wall 6 years ago; Intel was not doing well in mobile and it was only a matter of time until that tech improved. Same as Intel unseating the datacenter chips before it. Ryzen I will give you is a surprise, but in a healthy competive market, "the competition outengineered us this time" _should_ be a potential outcome. IMO the interesting question is basically whether Intel could have done anything differently. Clay Christianson's sustaining vs disrupting innovation model is well known in industry, and ARM slowly moving up the value chain is obvious in that framework. Stratechery says they should have opened up their fabs to competitors, but how does that work?