Thought provoking, but I disagree with pretty much every conclusion. If there is anything they <i>really</i> need they can likely get ARM or Intel to put it in there, so building an ISA from scratch isn&#x27;t going to gain them much. It&#x27;s the same reason why they aren&#x27;t going to become a cell-phone carrier even though that&#x27;s another part of the vertical stack that they could try to get into: the cost&#x2F;benefit makes it not worth it.