Arm

“Arm technologies are used in over Two hundred and thirty billion devices, with everything from sensors, to smartphones, to servers”

“So when we get together and our team was together last week in Austin, we spent one full day talking about nothing about other than a bunch of projects that we're trying to kick off that really aren't going to materialize in the marketplace until five years fr…”

“Arm is owned by SoftBank. So, Masayoshi-san, who's, I think, in the top 50 most wealthy people in the world, in the year 2000, he was the wealthiest man in the world, I think, for, he likes the joke, for about 20 nanoseconds when the SoftBank stock was higher …”

“At the time, I thought Windows on ARM and Windows RT when I was working on it back in the video was just a complete train wreck. But looking back 10 years later, I think there's going to be a huge promise, and we're seeing it already in terms of the value prop…”

“I'm okay. With teams trying something and failing. What I'm less okay with is the project failed. Well, why did it fail? Well, no one kind of really knew whose job it was to take something over the line. That's a problem. So you have to be really, really clear…”

“I think we are entering a golden era for ARM, and I think the pandemic accelerated this a little bit, but the digitization of everything has really fostered immense opportunity, whether it's around phones, PCs, the cloud, Autonomous vehicles.”

“Strategy is not what you write down. Strategy is what you do, your behaviors.”

“In 2016, SoftBank made Arm its largest ever acquisition, with a reported price of thirty two billion dollars.”

“In fact, the only way you genuinely learn is by failing. You learn far more from your failures than you do from your successes. If you don't have a lot of failures, it means you probably not push the envelope enough.”

“Just to back away from hybrid working versus working at home versus everyone in the office. Our policy is it's all about outputs. It's really not about I need you in the office Tuesday, Wednesday, and Friday, or we're going to be hybrid. It's really all about …”

“I'll say all three are up. I'll go two grand on this one.”

“If you're saying, are they all up? I would say, I will say no. I say the chance that they're all up would be very, very would be very low.”

“He was insisting, he said, said to me, I've been wanting to buy that, that business for 18 years. This time I'm gonna buy it.”

“AI trade, which I'm utterly convinced would have happened in London as much as it happened anywhere else. I don't think, I think it's a, you can't prove a negative, but I think it's a falsity to say a London market wouldn't have valued that the same way.”

“In the first period of time after they listed only one percent of the investor base in Arm, which is a great British company based in Cambridge, coming out of our ecosystem, was owned by UK investors. Not one of our major pension funds had them as one of their…”

“He owns 90% of Arm still in SoftBank, and Arm is trading ninety-odd billion, so he's got eighty billion of equitable equity there.”

“So, but it very easily could see him back in the news with an incremental twenty billion. He could lever this. He could take twenty-five billion against the arm position easily.”