Arm

includes ARM Architecture, ARM TrustZone, ARM Chips, ARM Processor

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jul 15, 2017 by Benedict Evans · said 49 times in 26 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Benedict Evans (15), Steven Sinofsky (13), Peter Levine (5), Marc Andreessen (4), Dylan Patel (3), Guido Appenzeller (2), Sonal Chokshi (1), Ion Stoica (1)

mentionsepisodesper episode tap a year for its mentions

2026 3 mentions in 1 episode

How AI Changes the Economics of Innovation Aug 25, 2026 · 3 mentions · from 53:25
every mention in 2026, scene by scene →

2025 6 mentions in 3 episodes 2 per episode

Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China Sep 22, 2025 · 4 mentions · from 1:59
Building the Real-World Infrastructure for AI, with Google, Cisco & a16z Oct 29, 2025 · 1 mention · from 24:19
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization Aug 18, 2025 · 1 mention · from 52:19
every mention in 2025, scene by scene →

2024 2 mentions in 2 episodes 1 per episode

Ben Horowitz & Marc Andreessen Compare the AI Boom Vs. Internet Boom May 13, 2024 · 1 mention · from 7:09
Build Your Startup With AI May 9, 2024 · 1 mention · from 1:04:59
every mention in 2024, scene by scene →

2023 1 mention in 1 episode

Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything! Dec 5, 2023 · 1 mention · from 23:23
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2019 36 mentions in 18 episodes 2 per episode

a16z Podcast | So Where Are We on the 'S-curve' for PC Devices? Jan 2, 2019 · 9 mentions · from 0:39
a16z Podcast | Beyond CES: Connected Home Devices, Voice, and More Jan 2, 2019 · 3 mentions · from 22:42
a16z Podcast | What Comes After the Smartphone Jan 2, 2019 · 3 mentions · from 12:13
a16z Podcast | Datacenter of the Future Jan 2, 2019 · 3 mentions · from 3:38
a16z Podcast | Tesla and the Nature of Disruption Jan 2, 2019 · 2 mentions · from 26:56
a16z Podcast | A Copernican Update ... In Tech, the Smartphone is the Center Jan 2, 2019 · 2 mentions · from 1:33
a16z Podcast | The Consumerization of IT Jan 2, 2019 · 2 mentions · from 3:34
a16z Podcast | Mobile Invades the Data Center Jan 2, 2019 · 2 mentions · from 3:54
10 more episodes that year, every mention in 2019 →

2017 1 mention in 1 episode

Mobile Is Eating the World, 2015 Jul 15, 2017 · 1 mention · from 7:54
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every mention, scene by scene, with the transcript →

Everything said about Arm, oldest first

Jul 15, 2017 bullish

Assertion Not checkable as stated

Evans: ARM and Qualcomm have displaced Intel as chip leaders

“And then in chips, it's not Intel, it's ARM and Qualcomm.”

Benedict Evans Jul 15, 2017 ▶ 7:54 Mobile Is Eating the World, 2015

Jan 2, 2019 bullish

Opinion

Ben Uretsky: Intel will maintain its advantage over ARM in servers

“Intel. I wouldn't bet against them.”

Ben Uretsky Jan 2, 2019 ▶ 22:43 a16z Podcast | An Open Source Business Model That Works

Sep 22, 2025 bearish

Opinion

Appenzeller: Intel-Nvidia alliance weakens Arm's core value proposition

“I think ARM is a little bit screwed as well, right? Because they are, their biggest selling point was sort of like, look, we can partner with everybody that doesn't want to partner with Intel.”

Guido Appenzeller Sep 22, 2025 ▶ 4:47 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China

Arm

Mentions by year, the whole family

Everything said about Arm, oldest first

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