Arm, every mention
16 scenes (2023) · ← back to Arm
tap a year for its mentions
every year 2023 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
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.