this post was submitted on 23 Oct 2024
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With the understanding that both of these are publicly traded multi-billion-dollar corporations and therefore neither should be trusted (albeit Arm Holdings has about 1/10 of the net assets), I feel like I distrust Arm less on this one than whatever Qualcomm is doing on their coke-fueled race to capitalize on the AI bubble.
What does trust have to do with anything? I mean, they seem to be arguing because Qualcomm bought a separate licensor and ARM argues that requires a contract renegotiation. This is the least take sides-y legal dispute in the history of legal disputes.
The fact that I'm not a legal expert who's read the relevant portion of the existing contract? Like what Arm says seems reasonable, but at the end of the day, I have nothing definitive to go on.
Oh, no, I agree, what I'm saying is you don't need to trust anybody here. Not everything is a sport, you can see this happen and not root for anybody. It's a complex legal problem that likely flies over everybody's heads without reading all the relevant communications. It's not a take sides, trust-based thing.