The hottest Royalties Substack posts right now

And their main takeaways
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Irrational Analysis 19 implied HN points 12 Nov 23
  1. ARM's royalty revenue faces challenges with declines in smartphone sales and RISC-V gaining share in embedded markets.
  2. AI trend shifts workloads from CPUs to specialized hardware, posing a challenge to ARM's value capture.
  3. ARM is expanding and investing in compute capabilities, but questions arise regarding the outcomes of these efforts, especially in the face of evolving industry dynamics.
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