Arm, every mention

5 scenes · ← back to Arm

mentionsepisodesper episode tap a year for its mentions

every year anyone Rick Heitzman 1 Jeff Hausenbold 1 Bruce Ou 1 Avichal Garg 1 Aaron Sack 1

Verbatim, from the transcripts: the passages where Arm comes up

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Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350) Nov 13, 2023 · 1 mention

▶ 57:04 Rick Heitzman So we obviously saw Clavio, Arm, and Instacart go public in September of 23.

Bruce Ou – Private Market Investing at GroveStreet (EP.347) Oct 30, 2023 · 1 mention

▶ 49:08 Bruce Ou Now you're right that it seems like with Instacart, Arm, Flavio, this, you know, all have filed and there are others too, that the market may be reopening.

Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311) Apr 27, 2023 · 1 mention

▶ 5:58 Aaron Sack Geography of early semiconductors using field programmable gate arrays and early risk language that enabled things like ARM, and it was fascinating, but that was not going to be my niche.

Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34) Aug 4, 2022 · 1 mention

▶ 26:50 Avichal Garg All the way on the right might be something like ARM, the processor that goes into your phone or Qualcomm.

Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186) Mar 29, 2021 · 1 mention

▶ 48:35 Jeff Hausenbold Japan spin out with this impending sale of ARM to NVIDIA with some monetization in Alibaba stake.

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