[mattnewton]

Not what the article is talking about, but I think betting against x86 in terms of the investment of companies (not individuals buying PC parts) has been a pretty good bet!

Being long AAPL and NVDA has crushed AMD and INTC, and that's with AMD's gains which I would argue are mostly due to non-x86 chips. Even Broadcom + Qualcom + ARM has been a better basket to hold for most of the last 5 years.

While PCs still need x86 because of the standardization the article talks about, more appliance-like computers like mobile phones and even server hardware have stolen a lot of market share and I think are the dominant way people will do their computing in the future. This comment was written on a m2 macbook that I use to ssh into a gb200 server.