alt Hacker News>Yet Arm’s current model captures only a sliver of the value it creates.
No, they capture exactly the value they create.
As a long time (40 years) subscriber to The Economist, I expect better of them.
Replies
jillesvangurp • today at 8:31 AM
The value of ARM is that it's a cheap commodity that you can license instead of reinvent. That's why there is a range of chip makers that now produce ARM chips instead of or in addition to their own designs. Other chip designs are available. Risc V is getting some traction. It will take a long time for that to catch up with ARM but of course if ARM raises their pricing that might provide an incentive to speed up development.
cyode • today at 4:12 AM
Do you really think it’s equal or are you contesting the value creation/capture dichotomy writ large?
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This feels like a religious belief. Somehow everyone captures exactly the value they create - no more, and no less. Amazing how perfect every transaction must be to ensure this is always true.