The post I was replying to had 3 other companies mentioned or referred to (INTC, AMD, and NVDA), it seems odd that they'd suddenly have meant ARM-the-ISA instead of ARM-the-company when ISA wasn't otherwise being discussed at all.
But even if they meant ARM-the-ISA, that'd still put it in a fragile position when the 2 clear market leaders in the ARM-the-ISA space have no particular allegiance to ARM-the-ISA (Apple having changed ISAs several times already, and QCOM both being active in RISC-V and also being sued by ARM-the-company)
