Rene Haas

3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Sep 30, 2025 by Rene Haas · said 4 times in 2 episodes since 2025 · across every show →

On the record as a speaker too: Rene Haas's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Adena Friedman (3), Jason Calacanis (1)

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Everything said about Rene Haas, oldest first

Sep 30, 2025 bullish
Prediction Open · timeframe Sep 2030
Haas: Physical AI chip market will surpass data center volume
“Yeah, I think so because I think they're gonna, today, they largely use repurposed automotive chips, right? Things that have functional safety compliance around ADAS, but they're not specific for actuators or specific for smaller parts of the joint. So, physic…”
Rene Haas Sep 30, 2025 ▶ 9:30 Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Sep 30, 2025 bearish
Prediction Not checkable as stated
Haas: Restricting chip access will force foreign nations to build parallel ecosystems
“If you shut off supply of a computing architecture into other parts of the world, what will happen? Certain parts of the world that have the capabilities, either in terms of people, technology innovation, they will find a way and they will find a way around, a…”
Rene Haas Sep 30, 2025 ▶ 20:57 Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Sep 30, 2025
Disclosure
Haas: Arm is considering expanding beyond its traditional IP licensing model
“I hinted in the last conference call that we're looking at going a little bit further than we do today.”
Rene Haas Sep 30, 2025 ▶ 7:44 Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
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