Arm, every mention
79 scenes · ← back to Arm
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every year anyone Ben Gilbert 38David Rosenthal 34John Bathgate 4Brinton Johns 3
Verbatim, from the transcripts: the passages where Arm comes up
TSMC founder Morris Chang · Acquired
- ▶ 0:50 Ben Gilbert After becoming obsessed with semiconductors from our TSMC episode four years ago, David and I wound our way through the rest of the industry, studying fabless companies like Nvidia and Qualcomm, architecture companies like ARM,
- ▶ 2:24:32 Ben Gilbert Um, so they're, you know, they're not NVIDIA, they're not ARM, they're not Cadence Synopsys, they're not ASML, like they're not their own equipment vendor.
- ▶ 2:24:45 Ben Gilbert One of the things that I think is under appreciated, and I, I don't, we didn't talk that much about with, with Morris, but the rise of ARM.
- ▶ 2:25:07 Ben Gilbert But the fact that there was an architecture, as we talked about on our ACQ-II episode with Renee, uh, from ARM,
- ▶ 2:26:55 David Rosenthal But if ARM hadn't existed, like, there would have been nowhere else for, you know, this vector of innovation to go.
- ▶ 2:27:16 David Rosenthal In a large part, that's due to ARM.
- ▶ 2:27:18 Ben Gilbert Yes, and ARM and TSMC are sort of, like, coupled at the hip of history, uh, of when this, how this came to be.
- ▶ 2:27:36 David Rosenthal Not only TSMC, ARM, Synopsys, Cadence, and ASML all founded,
- ▶ 2:28:33 David Rosenthal This is a Cadence building there, and that's a Synopsys building there, and that's an ARM building there.
- ▶ 2:30:00 David Rosenthal I mean, the backpacks that I saw on the plane, like, there's a Google backpack, there's an Amazon backpack, there's an Arm backpack, there's a Marvell backpack.
- ▶ 2:50:59 Ben Gilbert We, uh, got some similar notes from Renee Haas, who is the CEO of Arm.
- ▶ 2:54:08 Ben Gilbert There's one with Rene Haas from Arm Holdings that we did.
TSMC · Acquired
- ▶ 4:25 Ben Gilbert The arm episode.
- ▶ 1:03:57 Ben Gilbert Is this the founding of ARM?
- ▶ 1:04:00 David Rosenthal ARM.
- ▶ 1:04:40 David Rosenthal Harm gets started.
- ▶ 1:04:53 Ben Gilbert Since the outset has used ARM.
- ▶ 1:04:55 David Rosenthal Chips that are using all mobile devices, iPhones and Android, all of which are ARM, and lots of servers that are ARM.
- ▶ 1:05:01 Ben Gilbert So presumably there's some relationship coming between TSMC and ARM.
- ▶ 1:05:11 David Rosenthal The architecture companies like ARM, the design, the EDA companies like Synopsys, these guys are all deeply, like the engineering is all deeply in bed with one another.
- ▶ 1:07:07 David Rosenthal So that's all like ARM.
- ▶ 1:12:03 David Rosenthal Okay, so ARM, my sidebar number one.
- ▶ 1:12:06 David Rosenthal You know, 1987, also created, right, they're just an IP design company, like I was saying in your sidebar.
- ▶ 1:12:16 David Rosenthal So, they just license out the ARM architecture to other companies that then design using the ARM architecture.
- ▶ 1:13:27 David Rosenthal Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.
- ▶ 1:13:48 David Rosenthal Yeah, because Arm was a JV with Apple.
- ▶ 1:33:37 Ben Gilbert They got it right with saying, like, hey, we got to use ARM in these things because we need a really low-power device, so they've done actual God's work and magic to be able to bring a PC x-a-d-six operating system, create a sub-operating…
- ▶ 1:33:51 Ben Gilbert Totally, that runs on ARM.
- ▶ 1:34:29 David Rosenthal Designs are ARM companies.
- ▶ 1:36:13 David Rosenthal Maybe you'll use ARM, like, whatever.
- ▶ 1:56:42 David Rosenthal If you want to be using ARM, for instance, or, you know, they're kind of the best integrated with.
- ▶ 2:07:27 Ben Gilbert And apparently, it was less about the fact that, I'm sorry, you want to use ARM?
Mars Inc. - The Chocolate Story (Audio) · Acquired
- ▶ 3:48 Ben Gilbert With Rene Haas, who is the CEO of Arm Holdings, the chip design company that makes the designs and the instruction set architecture of everything inside your smartphone, your car, your laptop, and now even massively in the data centers.
- ▶ 4:03 David Rosenthal Gosh, between Synopsys and now Arm, we're going to have to rename ACQ-II into, like, acquired semiconductors.
- ▶ 3:52:31 Ben Gilbert We just had that awesome conversation with the CEO of Arm Holdings, Rene Haas, if you're looking for more semiconductors in your life.
Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
- ▶ 3:28:04 Ben Gilbert We want to support that too, and we're going to build a whole new tool chain so that their HTML five Windows eight apps run really well on ARM processors, because these tablets are going to run on ARM processors.
- ▶ 3:31:32 David Rosenthal They have to run ARM.
- ▶ 3:31:35 David Rosenthal They gotta run ARM processors, they gotta run mobile processors, but you're asking these devices in 2012 to also be able to function as laptops, and the technology just wasn't there.
Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
- ▶ 55:06 Ben Gilbert So it's written in an instruction set architecture, an ISA from ARM, for example.
- ▶ 1:04:37 Ben Gilbert What are we doing here on these ARM CPUs?
- ▶ 1:15:59 David Rosenthal It's an ARM CPU.
- ▶ 2:18:44 Ben Gilbert It's an off-the-shelf ARM architecture that they're
Qualcomm · Acquired
- ▶ 2:02:32 Ben Gilbert For anyone who listened to our ARM episode, you'll remember the difference between ARM makes a instruction set architecture that you can license, or you can go big with them and just buy one of the actual ARM design ships off the shelf.
- ▶ 2:02:49 Ben Gilbert Snapdragons use an off-the-shelf ARM design for their CPU.
- ▶ 2:02:54 Ben Gilbert Apple just uses the ARM instruction set, but has done their own custom design to get the most performance.
- ▶ 2:03:03 Ben Gilbert The Nuvia team can just do their own custom design of chips and actually be differentiated from stock ARM CPUs, just like Apple is doing.
- ▶ 2:03:22 David Rosenthal A standard issue ARM.
- ▶ 2:03:24 Ben Gilbert Arm design.
- ▶ 2:04:41 Ben Gilbert But either way, Nuvia seems to be the ticket, because if you can custom design chips using the ARM ISA, but be like the performance of Apple Silicon, I don't care what you're putting those in, that's a really good, powerful thing.
- ▶ 2:13:39 Ben Gilbert Uh, an example is MediaTek, who not only makes the baseband modem chip, but also systems on a chip using the stock arm CPU designs.
- ▶ 2:14:00 Ben Gilbert Android phones are using MediaTek, and so Qualcomm kind of needed to buy Nuvia in order to differentiate the CPU and not just be using the stock ARM design that MediaTek and everyone else is using on much cheaper chips.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 36:12 David Rosenthal It was a full-on system on a chip for smartphones, competing directly with Qualcomm, with Samsung, like it was a processor, like an ARM-based CPU.
- ▶ 1:16:55 David Rosenthal NVIDIA was gonna buy ARM.
- ▶ 1:17:03 Ben Gilbert Everyone out there, Jensen, their IR person, different tech people who are being interviewed on various podcasts, were talking about the whole strategy and how excited they are to own ARM and how NVIDIA is gonna be, you know, it's good on…
- ▶ 1:17:17 Ben Gilbert Much better if we add ARM, and here's all the cool stuff we're gonna do with it, and then it doesn't happen.
- ▶ 1:17:24 Ben Gilbert And now you've got dozens of hours of people talking about the strategy, so you're almost like, it's funny that now, after listening to all that, I'm sort of like disappointed with NVIDIA's ambition on its own without having the strategic…
- ▶ 1:17:38 David Rosenthal We should revisit arm at some point.
- ▶ 1:17:39 David Rosenthal We did do the soft bank acquiring arm episode years and years ago now, but.
- ▶ 1:17:46 David Rosenthal You know, you think arm like they are a CPU architecture company whose primary use case is mobile and smartphones, right?
- ▶ 1:18:13 David Rosenthal Yeah, like, everything Arm does is, like, great, and that's fine, but, like, we want to own the data center.
- ▶ 1:18:17 David Rosenthal When we say we want to own the data center, we want to own everything in the data center, and we think Arm chips, Arm CPUs, can be really a really important part of that.
- ▶ 1:18:26 David Rosenthal Arm is not focusing right now enough on that.
- ▶ 1:18:36 David Rosenthal And indeed, this year, Nvidia announced they are making a data center CPU, an arm-based data center CPU called Grace to go with the new Hopper architecture for their latest GPU.
- ▶ 1:19:03 Ben Gilbert So the objectors to that acquisition, and it's a good objection, and this is ultimately, I think, why they abandoned it, because I got the regulatory pressure on this, is ARM's business is simple.
- ▶ 1:19:18 Ben Gilbert So even Apple, who designs their own chips, is licensing the ARM instruction set, and so in order to use that, I don't know what it actually is, 20 keywords or so that, that can get,
- ▶ 1:19:30 Ben Gilbert You know, if you want to use these instructions, you have to license it from ARM.
- ▶ 1:20:00 Ben Gilbert So, NVIDIA, you're a fabulous chip company, you're a vertically integrated business model, are you gonna stop allowing ARM licenses to other people?
- ▶ 1:20:32 Ben Gilbert And how cool would it be if you could use that stuff on ARM designed IP, either just the using the ISA or also using the actual designs that people license from them.
- ▶ 1:20:42 Ben Gilbert How cool would it be if, because we were one company, we were able to make all of that stuff available for ARM chips as well?
- ▶ 1:25:51 David Rosenthal Well, and, you know, thinking about increasing that gross margin further, and what we were talking about a minute ago with Arm and the licensing, so at the Analyst Day around GTC this year,
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 1:01:24 David Rosenthal Arm.
- ▶ 1:01:25 Ben Gilbert ARM, ASML, Qualcomm, and Broadcom?
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 25:03 Brinton Johns And, and, you know, he was a consultant for Intel, um, back when, uh, ARM processors were starting to come out and actually dominate the mobile space.
- ▶ 25:34 Brinton Johns They should have, you know, actually embraced a totally different business model like arm dead.
- ▶ 25:38 Brinton Johns We're just, they were just selling IP and enabling a whole ecosystem.
- ▶ 1:03:24 John Bathgate Someone from TSMC, and someone from Arm, and then someone from either Cadence or Synopsys.
- ▶ 1:03:32 John Bathgate And, um, it was just kind of like this, like, well, we, we love TSMC, and we love Arm, so it's like, let's do some work on Cadence, you know.
- ▶ 1:35:46 John Bathgate And so, um, and then the, you also have all this off the shelf IP they're getting from companies like Arm or from Cadence or Synopsys that, I mean, part of what Apple does to your point, Ben, is they're really just an aggregator.
- ▶ 1:45:29 John Bathgate Like you guys covered, um, you know, the, the, the arm origins, like all these like major ecosystem players have all like had, um, you know, stakes from other companies at, at various times, which is just kind of a funny way that the…