So previously ARM mainly just licensed the ISA or licensed already made cores for people who wanted to creating their own and now they want to shift the paradigm to mainly being that you buy cores from ARM and get them to customise them for you? They want to move up the food chain?

> Arm’s other customers lose either way.

Sure Arm has done things - eg pricing v8 to v9 that customers hate. But do you really think Mediatek for example wants to compete with Qualcomm selling Nuvia based cores with a low ALA based royalty.