One of the worst things about technology was that so many people focused on "If we own the road, we can charge EVERYONE a toll and get rich!" and so, so many, business plans were built around gaining exclusive control over key facets of technology. The idea that there could be an instruction set architecture (ISA) and related silicon implementations that anyone could use for free, is an existential threat to those who live on the margin generated by the licensing of their ISAs.
If anything can derail ARM's growing influence, it will be this. The winners will be people like Apple with the resources to have their own chips fabbed with their own extensions and put into their own products which can run rings around people trying to use "generic" processors to do the same thing. Could signal a coming resurgence in demand for "computer architects" (old skool type :-))