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Arm

includes Arm AGI CPU

5 statements across 3 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jan 25, 2025 by John Coogan · said 82 times in 17 episodes since 2025 · across every show →

Mentions by year, the whole family

brought up most by Turner Novak (25), Jordi Hays (20), John Coogan (7), Ben Thompson (3), Brad Gerstner (1)

tap a year for its mentions
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051020252026episodes it came up in
003561020252026episodesmentions per episode
2026 57 mentions in 10 episodes 6 per episode
2025 25 mentions in 7 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Arm, oldest first

Jan 25, 2025 neutral
Prediction Open · timeframe Jan 2028
Coogan: SoftBank will likely sell part of Arm stake to fund Stargate
“SoftBank will likely have to sell off a chunk of its stake in the company to fund Stargate. We think investors are largely missing this point and mistakenly view this announcement as materially incrementally good news.”
John Coogan Jan 25, 2025 ▶ 1:31:26 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Mar 27, 2026 neutral
Prediction Not checkable as stated
Novak: Arm gross margins will drop to ~50% making chips
“So, 97% gross margins for just those licensing ISA contracts. This will be closer to 50%, but it is, should be offset by the huge gains in market size and revenue potential.”
Turner Novak Mar 27, 2026 ▶ 8:44 Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
Mar 27, 2026 bullish
Assertion Open · timeframe Dec 2031
Novak: Arm expects to reach $15 billion in revenue by 2031
“This new move, they're expecting to ramp revenue. To fifteen billion dollars by 2031.”
Turner Novak Mar 27, 2026 ▶ 0:55 Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
Mar 27, 2026 positive
Assertion Supported
Hays: SoftBank owns roughly 90% of Arm, valued at $140B
“Because they own 90%, roughly 90% of the company. It was a full buyout in 2016. That's right. They bought the entire company for something around 25 thirty billion US USD. Buy the entire company. They still own 90% today. So their purse, their, like, SoftBank'…”
Jordi Hays Mar 27, 2026 ▶ 7:19 Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
Mar 30, 2026 bearish
Prediction Open · timeframe Mar 2029
Kim: Nvidia and hyperscalers won't switch to Arm's standalone server CPUs
“I don't really expect the major hyperscalers like Amazon to switch to ARM's, you know product offering. They have their own. And same with NVIDIA. They have their own ARM CPU that they're gonna incorporate and sell.”
Tae Kim Mar 30, 2026 ▶ 13:52 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
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