Arm
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 13, 2024 by Brad Gerstner · said 23 times in 5 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (18), Jensen Huang (3), Dylan Patel (1), Clark Tang (1)
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2025 16 mentions in 3 episodes 5 per episode
- Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
Everything said about Arm, oldest first
Oct 13, 2024 bullish
Gerstner: Arm is well positioned to challenge NVIDIA on edge AI compute
“The orthogonal competitor Peels off a lot of the AI on the edge, and I think ARM's incredibly well positioned to do that. Clearly, NVIDIA's got ARM embedded now in a lot of their you know, in a lot of their Grace Blackwell, etc. But that to me would be one are…”
Jan 23, 2025 bullish
Haas: The Base CPU for Stargate AI Data Centers Will Be ARM
“And every data center whether it's running general purpose compute, whether it's running inference or running training, needs a base CPU to run everything, end quote. And that's our role. And whether that is going to be what we are part of today, which is GB 2…”