Arm, every mention
24 scenes, the whole family · ← back to Arm
tap a year for its mentions
every year anyone Turner Novak 25Jordi Hays 20John Coogan 7Ben Thompson 3Brad Gerstner 1
Verbatim, from the transcripts: the passages where Arm comes up
Midjourney Goes Medical, Noam Shazeer & Dean Ball Join OpenAI | Diet TBPN
- ▶ 0:47 unnamed speaker We have Renee Haas from arm CEO.
YouTubers Win at the Box Office, Bernie Wants Public Stake in AI, Anthropic Files S-1 | Diet TBPN
- ▶ 30:36 unnamed speaker The NVIDIA RTX Spark Superchip, an ARM-based chip for PCs designed to process AI workloads locally.
Where Brad Gerstner Is Investing Billions
- ▶ 9:15 Brad Gerstner Now, of course, just to be fair, it's only up 10% for the year, compared to a company like Micron up 200% for the year, or a company like Arm up 200% for the year.
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 12:56 unnamed speaker You know, we, we entered the AI age, and everyone was like, oh, GPUs are the future, NVIDIA's the company, but then it was like, NVIDIA GPUs are good, and then also CPUs are good, and, and ARM is getting into it, and Intel's doing very…
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
- ▶ 7:43 unnamed speaker Uh, based on ARM design in 2020.
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 10:26 unnamed speaker We talked about ARM recently. 3 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- ▶ 13:13 unnamed speaker Uh, I wanted to know how you're processing the ARM CPU announcement. 7 times in the scene
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
- ▶ 0:00 Turner Novak The big news of the day of the week, this has been going on all week, is that ARM, the intellectual property developer that creates, uh, intellectual property designs for CPUs, is now getting into the chip game, and they got a big ARM pump… 14 times in the scene
- ▶ 4:31 Turner Novak Those are, of course, based on ARM architecture, but that's where all this came from. 9 times in the scene
- ▶ 7:19 Jordi Hays Because they own 90%, roughly 90% of the company. 15 times in the scene
- ▶ 10:21 Turner Novak Arm called it the Arm AGI CPU.
- ▶ 23:59 Turner Novak Fun fact about arm throwback, the first chip
Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN
- ▶ 2:54 unnamed speaker One on Alibaba and then the second one on Arm.
Inside Bezos’ Plan to Rebuild U.S. Manufacturing With AI
- ▶ 3:09 unnamed speaker One on Alibaba and then the second one on Arm.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 14:35 John Coogan Yahoo, Alibaba, and then also ARM.
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 46:52 unnamed speaker ARM? 4 times in the scene
- ▶ 2:17:14 Ben Thompson So what happened with mobile is Apple went with an ARM processor made by, made by, made by Samsung, and they basically rewrote everything.
- ▶ 2:17:59 Ben Thompson Intel was not remotely competitive, even though they had ARM chips then, 2 times in the scene
Why the MARKET Is More FRAGILE Than EVER | Bryce Roberts on TBPN April 7th
- ▶ 9:27 Jordi Hays You can obviously secure it against, you know, arm and whatever else he's doing.
From NOTHING to BILLIONS (Masa's Epic Rise)
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 1:28:05 John Coogan SoftBank doesn't have this liquid today, but we think SoftBank will likely sell off a portion of its arm stake to fund the equity check. 6 times in the scene
Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- ▶ 22:12 Jordi Hays Okay, so Gavin Baker, uh, crossover fund manager, and a great poster, says, uh, Stargate is a great name, but the five hundred billion is a ridiculous number, and no one should take it seriously unless SoftBank is going to sell all of… 4 times in the scene
Trump Coin Takeover (What's Next for Crypto)
- ▶ 7:11 unnamed speaker And so, uh, they made a ton of money selling chips for servers, but then mobile came and ARM became the standard processor, which was, uh, ARM is like a licensing company. 4 times in the scene