> Enabling new business models This is true, but only for the bigger players

> Enabling new business models This is true, but only for the bigger players. The nature of hardware still fundamentally favors scale and centralization. Every hyper-scalar eventually gets to a size that developing in-house CPU talent is just straight up better (Qcom and Ventana + Nuvia, Meta and Rivos, Google's been building their own team, Nvidia and Vera-Rubin, God help Microsoft though). This does not bode well for RISC-V companies, who are just being used as a stepping stone. See Anthropic, who does currently license but is rumored to develop their own in-house talent [1]. > Extensibility powers technology innovation >> While this flexibility could cause problems for the software ecosystem... "While" is doing some incredible heavy lifting. It is not enough to be able to run Ubuntu, as may be sufficient for embedded applications, but to also be fast . Thusly, there are many hardcoded software optimizations just for a CPU, let alone ARM or x86. For RISC-V? …