[cptskippy]

> Honestly it feels like they're truly just eating this market, but it's just happening (what looks like) slowly.

I have an friend who works at ARM, he said there's a mix of people who don't understand what's happening and people who are freaking out but have no power to respond.

I have no idea what market share changes have been but speculation based on what I've heard is that EspressIf is large enough that ARM has awareness of their presence but doesn't comprehend their threat. It sounds like it's going to play out like typical market disruptor where the titans will respond too slow and too late to stop them.

[exmadscientist]

The thing is, it's all about that radio. No one cares what the core is. ESP32 is ample evidence of that: neither their Xtensa nor their RISC-V cores are as good as an ARM Cortex-M, in terms of design quality, implementation quality, documentation, ecosystem, or general familiarity. And it just doesn't matter. No one even cares about the Xtensa versus RISC-V products. The toolchain, documentation, major features, and raw horsepower available are all that's important.

Which is a long way to say that ARM has no moat here.