[klelatti]

Broadly agree with a few caveats:

- If this gives Apple a major competitive advantage at the higher end (where presumably most of the margins are) then we may see some moves to try to compete with Arm based machines.

- A lot will depend on where MS takes ARM Windows - could MS do a competitive Rosetta style layer to give backwards compatibility?

- Much less lock-in in servers - eg AWS Gravitron and Ampere.

[rsynnott]

> If this gives Apple a major competitive advantage at the higher end

Whatever about the highest end (really have to wait for the M1X or whatever to evaluate that), it clearly gives Apple a _huge_ advantage for the $1000-ish ultrabook market; battery life. There's simply no thin-and-light to rival the M1 MacBook Air's battery life without very severe compromises. I think the market will have to respond to that, or just cede most of the ultrabook market (which is significant).

I doubt the industry really cares all that much about the 45W 15" laptop market; no-one buys them. Mid-range ultrabooks, though, are a good combination of margin and volume.

[AnonC]

A tangential correction: it’s AWS Graviton (one “r”), not Gravitron (two “r”s). I used to misread it as Gravitron too initially.

[klelatti]

Thanks - I think I've built muscle memory for Gravitron now which is very unhelpful!