Reading a post from a few years ago they were saying how ARM's clients are also it's competition because they doing buy ARMs ready made CPU license but go with the ISA licensing which is much cheaper. The talk then was that ARM can't compete with the big guys and only did $2b a year in revenue compared to the likes of Apple, Microsoft, Qualcomm, and Nvidia they'd never be able to hire the talent they want to hire and compete.
In the past Apple fought license fee increases with Qualcomm, I don't know the specifics, but has ARM been able to adjust their fees to make them more competitive and worth the $50b valuation they're going after?
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