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Arm

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 16, 2020 by Benedict Evans · said 25 times in 4 episodes since 2020 · across every show →

Mentions by year

brought up most by Jay Goldberg (13), Benedict Evans (12)

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2023 2 mentions in 1 episode
2022 19 mentions in 2 episodes 10 per episode
2020 4 mentions in 1 episode

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Everything said about Arm, oldest first

Nov 16, 2020 bearish
Opinion
Evans: ARM architecture has overtaken Intel's x86 architecture
“Arm began a sort of low power chip architecture for very small devices and PDAs and so on, but it's grown to the point that it's now overtaken the x-ay six architecture that Intel are using.”
Benedict Evans Nov 16, 2020 ▶ 3:45 The paradox of Apple
Dec 19, 2022 bullish
Prediction Not checkable as stated
Goldberg: RISC-V will probably capture automotive and IoT instead of mobile
“And I think that's going to have important implications, probably not for mobile or compute, But for all the other things that are getting chips built into them, cars, especially cars, home devices, internet of things, all of that is probably going to end up i…”
Jay Goldberg Dec 19, 2022 ▶ 38:33 Why are chips interesting again?
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