Arm, every mention
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tap a year for its mentions
every year anyone Jason Calacanis 26Chamath Palihapitiya 26Rene Haas 17David Friedberg 14Andrew Feldman 3Thomas Laffont 2Adena Friedman 2David Sacks 1Brad Gerstner 1
Verbatim, from the transcripts: the passages where Arm comes up
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- ▶ 22:04 Andrew Feldman Share changed when cell phone compute emerged, and Intel and AMD who had fabs and the best architects got zero share, and it all moved to ARM.
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- ▶ 1:05:29 Andrew Feldman Within a few square miles of Santa Clara, uh, you, you had Intel, you had, uh, AMD, you had NVIDIA, you have our team, you have ARM, you have one of ARM's great teams. 2 times in the scene
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
- ▶ 0:03 Chamath Palihapitiya There's a company nearly every chip maker relies on that doesn't actually make anything tangible, yet its Blockbuster IPO in September valued it above fifty four billion. 6 times in the scene
- ▶ 1:26 Rene Haas And, uh, learned so much working there, working for him, working with him, and then NVIDIA, you know, almost acquired ARM in twenty-twenty, uh, so I almost, you know, had a chance to work with him again. 3 times in the scene
- ▶ 3:26 Chamath Palihapitiya Masayoshi-san and SoftBank took arm private. 6 times in the scene
- ▶ 6:31 Chamath Palihapitiya Um, do you believe that the, the role of arms should be, to be the, lack of a better phrase, the arms dealer to all of those folks that need that capability, or at some point do you think that, you know, you see enough of it, or you're… 8 times in the scene
- ▶ 10:25 Rene Haas To some extent, although we don't build anything, right, our business model is we do the design, someone else has the chip built, mostly at TSMC, some at Samsung, even Intel. 4 times in the scene
- ▶ 15:02 Rene Haas I, I think there probably needs to be more of some of the U.S. companies working together, and I'll say this because Arm is not a U.S. company, but we, I would do the same if I would, working together, pooling capital for some of these…
- ▶ 20:28 Rene Haas Semiconductors have not been regulated traditionally, and because of that, if you look at the real heart of what drives, ah, semiconductor growth, compute, whether it's Intel, whether it's ARM, whether it's NVIDIA, that's the West. 9 times in the scene
Nasdaq CEO Reveals the Next Era Of The Stock Market - Adena Friedman | All-In Summit
- ▶ 1:06 Adena Friedman Um, uh, we have great companies, but obviously Rene is a wonderful Nasdaq listed company that, and I've gotten to know him very well with Arm, so I would say I always have great conversations.
- ▶ 2:05 Adena Friedman Then the second is really being, powering that innovation economy, like companies like Rene, you know, Arm and other great companies.
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
- ▶ 6:48 Jason Calacanis We got the Arm's CEO, Renee.
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 16:47 Jason Calacanis Arm was down.
Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- ▶ 1:13:05 Thomas Laffont He did it again with Arm, that he bought for 30, and now is sitting on a gain of a hundred, I think, thirty-five billion, and he could have done it a third time with Nvidia if he hadn't sold. 2 times in the scene
Nikesh Arora | All-In Summit 2024
- ▶ 8:05 Jason Calacanis Maybe walk us through some of those bets, because there was NVIDIA, there was ARM. 3 times in the scene
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
- ▶ 3:42 David Friedberg At the same time, you're seeing some of the other players with different architectures and potentially that are going to be beneficiaries of this build out because there are participants in other parts of the data center or alternative… 9 times in the scene
- ▶ 11:39 David Friedberg Well, the question I was asking is like door dash was a lot like an arm.
- ▶ 25:59 Jason Calacanis So when I see this, I think people are going to pay for this, and then going back to NVIDIA or ARM, okay, more infrastructure to your point, Freberg, is like, what infrastructure do we need for everybody to have Pixar on their laptop or on…
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
- ▶ 1:03:50 David Sacks Arm, down, 21%.
E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
- ▶ 1:05:11 Jason Calacanis And Sun has pitched a role for Arm in the development, his chip company that he recently took public.
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
- ▶ 24:58 Jason Calacanis Instacart, Klaviyo, and Arm, all IPO'd in the past week.
- ▶ 35:23 David Friedberg The IPOs we're talking about today, Instacart, Clavio, Arm, in total raised about five and a half billion dollars.
- ▶ 38:49 Chamath Palihapitiya The quality of Instacart and Klaviyo and Arm are good businesses.
- ▶ 50:48 Chamath Palihapitiya Guys, what do you guys think about the ARM business model or the Clavio business model?
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 12:51 Chamath Palihapitiya I think to arm, you have companies like Google that, you know, frankly spun their own Silicon a long time ago, TPU. 2 times in the scene
- ▶ 24:56 Jason Calacanis Any other thoughts on NVIDIA before we move on to ARM?
- ▶ 31:10 Chamath Palihapitiya And that has implications as well into the hardware, which is also probably a good jumping off point for arm because there's that what you said is exactly must happen for the integrity of an organization.
- ▶ 37:40 Jason Calacanis Arm officially filed its F one. 7 times in the scene
- ▶ 43:51 David Friedberg This arm thing is, you know, pretty forced. 3 times in the scene
- ▶ 49:24 Chamath Palihapitiya I don't think people are going to be jumping off the sidelines arm.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 49:20 Jason Calacanis Arm owned by SoftBank, Masayoshi-san looking to raise ten billion, had a 50, 60, seventy billion dollar valuation, could be the largest IPO of the year.
- ▶ 57:03 Brad Gerstner Then you're gonna have folks like Arm, like ByteDance, Databricks would be another one of these.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 8:59 Jason Calacanis Obviously we've been hearing about Reddit and Stripe for a while, but Arm confidentially filed for an IPO back in April, and they're seeking to raise between eight and ten billion later this year. 8 times in the scene
E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
- ▶ 1:19:19 Jason Calacanis Nvidia Grace GPU uses a 72 ARM, newer version V two CPU cores, whatever that means.