Arm, every mention
4 scenes (said by John Bathgate) · ← back to Arm
tap a year for its mentions
every year anyone Ben Gilbert 38David Rosenthal 34John Bathgate 4Brinton Johns 3
Verbatim, from the transcripts: the passages where Arm comes up
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 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…