Arm, every mention

24 scenes, the whole family · ← back to Arm

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every year anyone Elad Gil 27Rene Haas 25Sarah Guo 21Lip-Bu Tan 1Jensen Huang 1Illia Polosukhin 1Andrew Feldman 1

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

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Redefining Chip Architecture with Arm CEO Rene Haas Sep 3, 2026 · 67 mentions

  • ▶ 0:51 Sarah Guo Today, Alad and I are here with Rene Haas, the CEO of ARM and SoftBank Group International. 3 times in the scene
  • ▶ 1:14 Sarah Guo Congratulations on the chip presentation, hot chips, and you know, uh, all of the, um, progress that Arm has made. 10 times in the scene
  • ▶ 2:18 Rene Haas We also introduced our first product last March, the one you just mentioned at Hotchips, the Army GI CPU.
  • ▶ 2:38 Elad Gil So for, you know, Arm, I believe existed for a few decades now. 7 times in the scene
  • ▶ 4:27 Rene Haas So one of the things that we were very careful about was getting, making sure the ecosystem was on board with this, because we do CPU IP, which is really only as good as the ecosystem. 4 times in the scene
  • ▶ 6:17 Sarah Guo I remember discovering that Arm had a 98.5% gross margin. 3 times in the scene
  • ▶ 7:45 Rene Haas So, since I'm such a believer in this, of course, we use it very heavily, you know, inside of ARM. 2 times in the scene
  • ▶ 9:30 Rene Haas And one of the things I'm proud of at arm is given our business, our core IP business, 3 times in the scene
  • ▶ 11:51 Sarah Guo And, you know, the, the Veros and the Gravitrons of the world, they all use ARM.
  • ▶ 15:40 Sarah Guo Arm itself as a business is just like a beautiful cashflow machine from the outside, right? 3 times in the scene
  • ▶ 17:48 Elad Gil I know as mentioned, there's ARM 6 times in the scene
  • ▶ 19:54 Rene Haas The only one we've announced so far is the Arm AGI CPU.
  • ▶ 20:44 Sarah Guo The, uh, robotics market and, um, any opportunity for ARM there.
  • ▶ 22:54 Rene Haas Uh, but I think it'll be both, you know, and, and I think the fact that they're going to have be smart and can learn and to answer your earlier question, arm is going to be everywhere. 7 times in the scene
  • ▶ 25:43 Rene Haas So putting my American citizen hat on for a moment, and Arm, as you said, is not a, it's not an American company. 4 times in the scene
  • ▶ 32:30 Elad Gil What are you most excited about in the coming year or two for ARM? 8 times in the scene
  • ▶ 36:08 Rene Haas I think some of the focus kind of moved around, but for Arm, and by the way, that applies whether I'm talking about a data center, it applies when I'm talking about an automobile, a robot, a phone, wearables. 3 times in the scene

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan Jun 18, 2026 · 1 mention

  • ▶ 20:16 Lip-Bu Tan When I invest in Semi Conductor, no VC want to join me, except, you know, some of the big corporation like Samsung, you know, Arm and SoftBank and others, and investing with me.

The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman May 21, 2026 · 1 mention

  • ▶ 6:27 Andrew Feldman You know, when graphics emerged, you got the discrete GPU and you, you, you got, uh, Nvidia and, and when, uh, when the mobile, uh, compute hit, you, you got arm.

No Priors Ep. 126 | With Cloudfare CEO Matthew Prince Aug 7, 2025 · 1 mention

  • ▶ 35:52 Elad Gil I mean, to your point, there's the actual chips and in the context of mobile, obviously there was ARM and then Qualcomm as other approaches to basically get to some of the things that you're mentioning for devices.

No Priors Ep. 54 | With Sarah Guo & Elad Gil Mar 7, 2024 · 4 mentions

  • ▶ 31:15 Elad Gil You had Qualcomm and ARM doing different things, but both quite successfully. 4 times in the scene

No Priors Ep. 44 | With Former Square CEO Alyssa Henry Dec 14, 2023 · 1 mention

No Priors Ep. 32 | With NEAR’s Illia Polosukhin Sep 14, 2023 · 1 mention

  • ▶ 40:15 Illia Polosukhin Yeah, and what, what changed that is pretty much count of mobile, right, and creation of RRM devices, RRM chips that are kind of optimized for mobile, and then came back into PCs, right?

No Priors Ep. 13 | With Jensen Huang, Founder & CEO of NVIDIA Apr 25, 2023 · 1 mention

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