ARM has a high probability of blowing a tire.
They have a complex relationship with their licensees which may try to cause self-sabotage trying to pull more of the money home. See the various licensing fights.
If you don’t want or need x86, what does ARM have to offer-- in the long term-- over RISC-V, which is much less coupled to a single firm’s caprice? We can assume the gap in performance will continue to shrink ovrr time.
Fujifilm successfully repositioned towards other chemistry. I know there’s that Eastman spinoff but why wasn’t it as successful?