The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 17 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Hoggett: London market would have valued Arm's AI growth equally
“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.”
Hoggett: Only 1% of Arm's post-IPO investors were UK-based
“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…”
Lemkin wagers $2,000 that recent tech IPOs stay above IPO price
“I'll say all three are up. I'll go two grand on this one.”
Haas: Arm is entering a golden era driven by rapid digitization
“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.”
Haas: A lack of failure means you are not pushing boundaries
“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.”
Haas: Arm evaluates employee performance by output, not mandatory office days
“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 …”
Ehrenberg: SoftBank Could Easily Borrow $25B Against Arm Shares
“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.”
Arora: Masayoshi Son wanted to acquire Arm for 18 years before buying it
“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.”
Hoffman: Recent tech IPOs will not hold IPO prices by Halloween 2024
“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.”
René Haas: Windows on ARM has a huge long-term future
“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…”
René Haas: Leaders must tolerate strategic failure, not ambiguous ownership
“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…”
René Haas: Strategy is defined by corporate actions, not written documents
“Strategy is not what you write down. Strategy is what you do, your behaviors.”
O'Driscoll: SoftBank Holds $80B in Equity Through 90% Arm Stake
“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.”
Arm technologies are used in over 230 billion devices
“Arm technologies are used in over Two hundred and thirty billion devices, with everything from sensors, to smartphones, to servers”
Arm dedicated an entire executive meeting to five-year horizon projects
“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…”
Haas: Masayoshi Son lost 90% of his net worth and recovered it
“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 …”