Well… modularity is kinda coming to an end anyway, regardless of supply chain moves. Apple’s M series has shown that op decoders and unified memory are the low-hanging fruit for overall system performance improvements, and that means less modularity.

I think Valve sees the writing on the wall and is trying to get ahead of the game via FEX and the Steam Frame. Intel and AMD are pretty much stuck playing Nvidia’s game at this point, and Qualcomm has an incredible opportunity here. I’m still rooting for RISC-V, and I think it may end up being the long-term winner in like 10-15 years time.

But either way, x86-style modularity is not long for this world. From a purely technical standpoint, I think that’s good. Adding the political and economic situation into the mix… well… fuck, we’re mega-fucked. About the only thing we have going for us as consumers is the fact that this is already headed towards a reset. So if we do gain some leverage, we can make a big change all at once. If we don’t though… things will get much worse.