[shjake]

Would you not expect companies which actually want to make to cores to have an advantage?

And the companies that don’t want to make it their core business but can afford enough resources (e.g. Google, Apple, Amazon) would just use them to leverage their core products.

I could only see this on the lower end where margins/required R&D investment are relatively low.

[rektide]

I expect going it alone will get totally owned by everyone else working together.