[sapiogram]

> In fact, technical progress goes exponentially.

Their point was that ARM is also progressing exponentially.

[G3rn0ti]

This line of arguing would imply that an established company selling established products would not need to fear any competition as long as it can keep the pace of its innovation cycles. While this line of reasoning is not wrong it completely ignores the possibility of "disruptive innovation" to use a buzz word here. I honestly think RISC-V could be a shooting star that will come to many as a surprise. And as long as RISC-V lags in performance behind ARM it could still compete successfully in price due to free licensing of RISC-V versus expensive licensing of ARM64. This has been AMD's strategy for many years (before they had better integrated GPUs compared to Intel). And think of how IBM completely lost its PC business to cheap competition.

[rwmj]

But only a few companies (two? Arm and Apple?) develop new Arm designs, whereas anyone is free to develop new RISC-V designs.

[bigfishrunning]

Most of those new Risc-V designs Are on the extreme low end; not a bad thing, but there's not a ton of high performance Risc-V stuff happening.

It's more likely to fill in the ESP32 niche then the ARM one

[brucehoult]

> but there's not a ton of high performance Risc-V stuff happening.

Uhhh ... yes, there is.

Several companies designing very high performance RISC-V were founded in 2021 or so. Most of them have top designers fresh from designing the latest Apple, Intel, AMD chips and they are aiming to match current x86 and Apple performance.

You'll see their products in the market around 2026.