stratechery.com

An Interview with Arm CEO Rene Haas About Selling Chips

Robin Saxby put out a goal to make the ARM ISA the global standard for CPUs. And if you go back to early 1990s, there were a lot of CPUs out there and also there was not an IP business, there really wasn't a very good fabless semiconductor model, and there was not a very good set of tools to develop SoCs. So in some ways, and this is what I love about the company, it was a bit of a crazy idea because you didn't really have all the things in place necessary to go off and do that.

fs.blog

[Outliers] Harrison McCain: How to Create Demand for Something Nobody Wants

The company's core strategy was to avoid competition entirely: enter markets where frozen fries didn't exist, prove the market by exporting first, hire locals, and only build a factory after the numbers justified it.