this is what I believe as well, too many people on HN seem to be lose grasp of the big picture in favor of a few dollars today. (but the big picture can only go so far i.e. Keynes's "In the long run we are all dead"). BUT the big issue that I fear many people are overlooking is the post-PC era. I made a thread on g the other day but didn't get much traction there https://en.wikipedia.org/wiki/Post-PC_era I believe home computing will become more expensive and progress slows down as traditional businesses and "gamers" that currently fuel that affordability dry up and economies of scale inverts. Things like Talos and OpenPOWER will remain more stable in my opinion as they already priced in these niche market demands unlike other archs that seem to depend on a big net of users that every day is growing smaller as people migrate to cloud only solutions. I think it's advantageous to invest into OpenPOWER as an eccosystem even if RISC-V picks up since there's already big dollars behind it that doesn't depend on scraping the bottom of the barrel for funding. I plan to write this up with actual numbers some other day, maybe estimate a sort of timeline when this might start happening