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Rene Haas

6 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Sep 3, 2026 by Rene Haas · across every show →

On the record as a speaker too: Rene Haas's record, appearances and statements → this page counts the times other people say the name.

Everything said about Rene Haas, oldest first

Sep 3, 2026
Disclosure
Haas helps direct SoftBank portfolio companies Ampere, Graphcore, and Stack AV
“So, yes, I, I'm leading the direction of Ampere and Graphcore and another company called Stack AV that's doing things around Autonomous, but maybe a better way to think about it, Elad, is that I'm kind of in the room on a lot of discussions that Masa's having …”
Rene Haas Sep 3, 2026 ▶ 18:49 Redefining Chip Architecture with Arm CEO Rene Haas
Sep 3, 2026 bullish
Prediction Not checkable as stated
Rene Haas: Robots will easily replace human labor in construction, service, and security
“Where a lot of things will ultimately be done by robots construction, infrastructure, service, security. You know, right now you see a lot of stuff on Instagram or TikTok of Olympic races with robots, et cetera. I don't think anyone's gonna have any interest I…”
Rene Haas Sep 3, 2026 ▶ 21:54 Redefining Chip Architecture with Arm CEO Rene Haas
Sep 3, 2026 bullish
Opinion
Haas: AI compute capacity is not even close to oversupplying demand
“The bubble in terms of, are we over oversupply to demand? Not even close. And I think again, that's because the demand is insatiable.”
Rene Haas Sep 3, 2026 ▶ 14:49 Redefining Chip Architecture with Arm CEO Rene Haas
Sep 3, 2026 bearish
Prediction Not checkable as stated
Arm CEO Rene Haas: AI chip supply constraints will last 3–5+ years
“That's not going to stop in 12 months. It's not going to stop in 24 months. I think we're going to be in this constrained environment for Three to five years at least.”
Rene Haas Sep 3, 2026 ▶ 12:47 Redefining Chip Architecture with Arm CEO Rene Haas
Sep 3, 2026 positive
Disclosure
Haas: SoftBank announced SoftBank Neo to become a neocloud provider
“We just announced, we being SoftBank SoftBank Neo which is our intent to become a Neo cloud.”
Rene Haas Sep 3, 2026 ▶ 17:06 Redefining Chip Architecture with Arm CEO Rene Haas
Sep 3, 2026 bearish
Prediction Not checkable as stated
Haas: Physical data center construction will be next AI compute bottleneck
“I think building out the data centers is, is going to be a bottleneck.”
Rene Haas Sep 3, 2026 ▶ 13:47 Redefining Chip Architecture with Arm CEO Rene Haas
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