Arm, every mention
10 scenes (2025), the whole family · ← back to Arm
tap a year for its mentions
every year 2025 anyone Turner Novak 25Jordi Hays 20John Coogan 7Ben Thompson 3Brad Gerstner 1
Verbatim, from the transcripts: the passages where Arm comes up
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