Arm
4 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 3, 2021 by Brinton Johns · said 79 times in 9 episodes since 2021 · across every show →
Mentions by year
brought up most by Ben Gilbert (38), David Rosenthal (34), John Bathgate (4), Brinton Johns (3)
tap a year for its mentions
2025 32 mentions in 2 episodes 16 per episode
2024 6 mentions in 2 episodes 3 per episode
2023 4 mentions in 1 episode
2022 30 mentions in 3 episodes 10 per episode
2021 7 mentions in 1 episode
Everything said about Arm, oldest first
Nov 3, 2021 bearish
Johns: Intel should have adopted ARM's IP licensing model for mobile chips
“They came down, they came out with a cheaper version of it, but in reality, that's not what they should have done. They should have, you know, actually embraced a totally different business model like arm dead. We're just, they were just selling IP and enablin…”
Jan 21, 2025 positive
Jan 27, 2025 neutral
Rosenthal: Without ARM, Intel probably would make all iPhone chips
“Like, if ARM hadn't become such a viable CPU architecture platform, and Apple hadn't standardized, you know, their Apple Silicon on ARM, Probably Intel would be making all of the chips that go into your iPhone, all the leading edge chips that go into your iPho…”