TikTok is doubling every one year, and is getting around one billion views per day. I'd imagine that TikTok's growth over the next five years is going to be both faster and larger than ARM's. ARM makes around the same per chip (10 cents) that Youtube is making per view.

Now, certainly TikTok might not be sustainable and might disappear off the face of the earth tomorrow. Or it might become a juggernaut that overtakes Facebook.