Arm, every mention

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every year anyone Harry Stebbings 31René Haas 7Nikesh Arora 5Julia Hoggett 5Jason Lemkin 3Stan Boland 2Andrew Feldman 2Nicolai Tangen 1Matt Ocko 1Mark Suster 1

Verbatim, from the transcripts: the passages where Arm comes up

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Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings May 26, 2026 · 1 mention

  • ▶ 15:49 Andrew Feldman But all of us, the whole industry, us, Nvidia, uh, AMD, Qualcomm, ARM, everybody's chips will be better in three or four years than they are today.

OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings Apr 2, 2026 · 1 mention

  • ▶ 20:36 unnamed speaker and I think the arm position, which I still think is in

Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings Oct 16, 2025 · 5 mentions

  • ▶ 30:11 Harry Stebbings Yeah, SoftBank reportedly securing a five billion dollar margin loan secured by ArmShares to invest in OpenAI. 5 times in the scene

Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings Oct 6, 2025 · 1 mention

Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings Apr 10, 2025 · 2 mentions

  • ▶ 1:24 Stan Boland Uh, it owned this thing called Arm, 40% of this company called Arm, so I helped get Arm public, um, and then figured out what to do with Acorn. 2 times in the scene

Julia Hoggett, CEO @ LSEG plc: The Myths and the Reality of The London Stock Exchange · 20VC with Harry Stebbings Mar 28, 2025 · 5 mentions

  • ▶ 20:26 Julia Hoggett But I think we also have to think about, I mean, Arm is a really good example. 5 times in the scene

Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings May 20, 2024 · 5 mentions

  • ▶ 15:48 Nikesh Arora So he's been doing that on a constant basis, and look what he's done with Arm. 5 times in the scene

Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings May 1, 2024 · 1 mention

Nicolai Tangen: Managing the Largest Sovereign Wealth Fund in the World | E1122 · 20VC with Harry Stebbings Mar 4, 2024 · 1 mention

  • ▶ 16:49 Nicolai Tangen And so I'm wondering now, you know, over the last two, three days, the share prices of ARM has gone up, you know, a 150% or whatever it is.

Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings Mar 1, 2024 · 1 mention

  • ▶ 1:04:07 Frank Quattrone It was Qualcomm, and it was Apple and ARM, and so now we've got artificial intelligence, and you've got NVIDIA, and now artificial intelligence is not just going to be the basis of

Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings Jan 4, 2024 · 2 mentions

  • ▶ 54:37 Jason Lemkin Not they were great companies, Klaviyo, Arm, uh, Instacart, A-plus companies, like, but not, but, but just good IPOs because the markets were tough, right? 2 times in the scene

Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings Nov 22, 2023 · 1 mention

  • ▶ 35:56 Jeff Seibert It's going to be new challenges for NVIDIA, for ARM, for these chip companies to really unpack, but

Roundtable #5 with Jack Altman, Auren Hoffman, Jason Lemkin, Harry Stebbings | E1077 · 20VC with Harry Stebbings Nov 3, 2023 · 1 mention

  • ▶ 55:46 Jason Lemkin Um, Arm and Klaviyo, one of my all-time favorites, are all of them up from their trading price, because it's struggling now, like we're struggling when we're doing this today.

20VC: NEW FORMAT: Harry Stebbings on Why Seed Pricing is as High as Ever, Why Series A is the Best Place to Invest Today, Why Growth Founders Need to Reshape Expectations, Why M&A Windows Remain Shut and When Will IPO Windows Crack Open Oct 20, 2023 · 1 mention

Roundtable #4 with Jason Lemkin, Woody Marshall, Deven Parekh, Harry Stebbings | E1071 · 20VC with Harry Stebbings Oct 11, 2023 · 5 mentions

  • ▶ 50:51 Harry Stebbings The two that I'm kind of interested in is, like, over and under, and we can choose the company, on Arm or Klaviyo. 5 times in the scene

Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings Sep 20, 2023 · 1 mention

20VC: Arm CEO Rene Haas on How The Best Leaders Make Decisions and The Trade-Off Between Speed and Quality | Leadership Lessons from 7 Years at Nvidia | How Companies Can Retain Speed, Innovation and Agility at Scale Sep 2, 2022 · 25 mentions

  • ▶ 0:05 Harry Stebbings When I was younger, my grandparents lived in Cambridge in the UK, and the shining light of innovation in Cambridge has always been Arm. 6 times in the scene
  • ▶ 5:27 Harry Stebbings You spent an incredible seven years at NVIDIA before being CEO at ARM.
  • ▶ 7:37 Harry Stebbings How would you reflect on your own decision-making style today with Arm, and has it changed over time in your progression as a leader? 2 times in the scene
  • ▶ 10:43 René Haas It's the fact that you don't have to plug it into a wall, the fact that you can run for days.
  • ▶ 12:44 René Haas Let's just kill the product line and let's pivot to arm-based SOCs. 2 times in the scene
  • ▶ 22:15 Harry Stebbings I did want to talk to you about prioritization because especially when you, you'll see of Arm, there are so many different 3 times in the scene
  • ▶ 26:02 René Haas Arm is owned by SoftBank. 4 times in the scene
  • ▶ 32:59 Harry Stebbings What's the hardest element of your role with ARM today? 5 times in the scene
  • ▶ 36:28 Harry Stebbings Such a fantastic discussion there, and such exciting times ahead for Arm.

20VC: Marcelo Claure, CEO of Softbank Group International on Lessons From Investing $1BN Per Week with Masa Son, How Softbank Could Have Up To 8 Companies Go Public in LATAM Alone Next Year & How Softbank Analyse Both Deal Pricing and Competition Today Aug 30, 2021 · 1 mention

20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient? Aug 8, 2016 · 1 mention

  • ▶ 20:52 Matt Ocko I mean, I'm, I'm being a little snarky, but that's the kind of company that broadly speaking, I would like the freedom to see become an arm, you know, at least go public and or, uh, uh, exit for, uh,
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