Intel, ARM and the Innovators Dilemma

Intel's massive profit margins on CPUs exists primarily because they have long had a monopoly/ duopoly position in the market. If they transition to ARM, they are on a level playing field with Qualcomm, Nvidia, AMD, and Apple.

Intel has a massive incentive to keep Microsoft reliant on x86. If Windows (or Linux even) shifts over to primarily ARM, their ability to extract outsized profits from the industry vanishes over-night.

Microsoft on the other hand has massive incentives to get anyone creating high end ARM CPUs to compete with Apple.

Do you think Intel and AMD could simply switch to making ARM processor and beat Apple? After all they got more experience in chip design? Why don't they just do that now?

Ugh -- I hate how Medium needs to know who I am before showing me an article. Based on the first sentence, though, this looks like a cool blog post.