> Why if Arm is correct does that add a risk that it's the bad actor?
Because nobody wants to fight over the licensing of a product they're shackled to. If you could buy a RISC-V board with software support similar to a Raspberry Pi, ARM's goose would be cooked. Every enthusiast would ditch ARM in a heartbeat for a more open ISA, and ARM licensees would see it as an opportunity to finally wiggle free of ARM's insane license restrictions. All we need is the software support, which should be pretty forthcoming since most projects have already been optimized for RISC.
ARM could unseat x86 because both ISAs were encumbered with licenses at the time. Now, ARM is competing with much less restrictive architectures, and all it would take is a FOSS RISC instruction set to ruin their value prop.
You're assuming high end RISC cores will be available for free and or under much more favorable licensing than ARM cores. Which seems unlikely, why would someone sell their cores to a competitor for less than a company whose only business is designing them?
Same reason why people would contribute to an open source compiler and toolchain and distribute for less than the cost of the old school paid compiler vendors like Borland. These contributors aren't really in the business of selling compilers and simply have strategic reasons to drop the floor of that market as much as possible. The same applies to RISC-V cores, with probably the most prominent example being Alibaba/T-Head and their open source cores.
It’s not obvious who is in the right, and in my armchair opinion it looks like ARM has a slightly weaker argument. IANAL, but all of this makes ARM appear more litigious than egregiously wronged.
I actually think this ought to be a positive for customers who are clearly abiding by the terms of their contracts.