I really like the development model Arrcus took with its ArcOS. "64-bit memory addressing top to bottom and that all features and functions were multithreaded as well so they could not only run functions on merchant or custom switch/routing silicon, but also offload functions to either X86 or Arm adjunct processors." In my opinion modularity is key and ArcOS appears to have this in spades. Also I like that they took the extra effort to develop their own routing engine vs leveraging FRR. I think the key is going to be can they deliver a solid product at a significantly cheaper cost than say Cisco yet provide a better experience than say Cumulus.
https://www.nextplatform.com/2019/01/24/aspiring-to-be-the-windows-not-the-linux-of-networks/
Also WELL worth your time to listen:
https://packetpushers.net/podcast/pq-160-inside-arcos-the-internet-scale-carrier-grade-network-os-sponsored/
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