Arm, every mention
8 scenes · ← back to Arm
tap a year for its mentions
every year anyone Brad Gerstner 18Jensen Huang 3Dylan Patel 1Clark Tang 1
Verbatim, from the transcripts: the passages where Arm comes up
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 40:53 Clark Tang Google's TPUs, Amazon's Tranium, and it seems like everyone from ARM to OpenAI to Anthropic are, you know, rumored to be building one.
- ▶ 46:06 Jensen Huang X-AVI CPUs, ARM CPUs, NVIDIA GPUs. 3 times in the scene
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 1:15:21 Brad Gerstner I, I wanted to say, you know, Michael and myself, Dara Khashrashahi, David Solomon from Goldman, Renee Haas from Arm, uh, you know, uh, Bill McDermott from, uh, uh, ServiceNow, and a group of us were at the White House, uh, a few weeks ago…
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:09 Brad Gerstner Rene Haas, CEO of ARM, just jumped into our conversation. 10 times in the scene
- ▶ 42:05 Brad Gerstner Is it ARM?
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:44 Dylan Patel So, so in reality, like the old Intel CPU is not that much better, but all of a sudden over the last couple years, AMD's burst onto the scene, uh, ARM CPUs have burst onto the scene, uh, Intel's started to right the ship.
- ▶ 1:20:02 Brad Gerstner So make a, make, make, make a call for us as you think about the semis market today, you know, you've got ARM, Broadcom, you've got NVIDIA, you've got AMD, etc.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 13:06 Brad Gerstner But I did hear from somebody over the last two days who, you know, Renee Haas, the CEO of Arm, 5 times in the scene