Arm, every mention
7 scenes (2021) · ← back to Arm
tap a year for its mentions
every year 2021 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
- ▶ 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…