It seems pretty clear that Softbank were badly misvaluing We and Uber. The second they hit the public markets suddenly Softbank could no longer sustain their paper valuations which is causing this loss. It's kind of funny that Softbank can mark its own homework on this - they buy the company and then because the investment isn't liquid they can basically choose any valuation they want for the companies they own. It'l…
Arm is a de facto monopoly, WeWork and Uber are not
Arm is already freaking out about RISC-V, because some large companies (Western Digital, Nvidia, Alibaba, etc) have started preferring using the RISC-V ISA over Arm. Even Google's recent OpenTitan uses a RISC-V processor, when the company's own proprietary "Titan" predecessor used Arm Cortex-M3.
It probably won't be long now before SoftBank/Arm resorts to patent trolling RISC-V chip makers.