I came across a video that offers a slightly deeper technical perspective on ARM architecture. I’m not involved with processor architectures in any way, so my interpretations are quite basic. Correct me if I’m wrong, but here are my observations from an investment case perspective:
- ARM’s biggest(?) advantage compared to x86/64 architectures is likely its “lightness,” meaning, for example, very minimal backward compatibility. Based on a hunch, this sounds like a significant factor when considering expanding use cases.
- Related to this lightness, ARM lacks many features that are practically mandatory to implement if ARM wants to compete in the same markets as, for example, x86/64 → Would it still be possible to maintain the competitive advantages?
I hasn’t put a penny into ARM, even though I’ve been tempted. However, it somewhat feels like unless its future success is largely based on carefully crafted brand images, there’s a major risk of the technical side fizzling out into the same category as the others, or otherwise staying in its “own waters.” On the other hand, if ARM is already something completely different in practice than the perceptions built on the first ARM-based chips, how far could that reputation carry it 
? Of course, I’d prefer competitive advantages based on things other than just reputation.