Agreed this can lead to interesting times again in the cpu space. I guess this can lead to two scenarios : either there are possible improvements that are possible but were not necessary for intel to unleash to be dominant, thus leading to significant improvements (in whichever direction, parallelism, power, cache, price) and compute will be better for the same price thanks to competition or investments won't be worth the perf gains and while prices will go down, performance will stagnate since there won't be much incentive to pay ten times the price for 10% improvements (random BS numbers).