🚨 All-In Summit Speaker Announcement: Rene Haas
Ask about All-In Podcast
Episode Description
Tickets: https://allin.com/summit
2024 Recap: https://youtu.be/7mk4URDx-2k
-- CEO, ARM -- ~$140B market cap -- +125% since 2023 IPO
Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg
Follow on X: https://x.com/theallinpod
Follow on Instagram: https://www.instagram.com/theallinpod
Follow on TikTok: https://www.tiktok.com/@theallinpod
Follow on LinkedIn: https://www.linkedin.com/company/allinpod
Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Intro Video Credit: https://x.com/TheZachEffect
Brief Summary
ARM's CEO discusses the company's pivotal role and recent IPO valuation amid rapid tech advancements.
Key points
- ARM's Blockbuster IPO. ARM's IPO in September valued it above $54 billion, marking the largest public offering in over two years.
- The CEO's Perspective. Exploring the pivotal role of ARM in technology, the CEO reflects on its importance.
Transcript
There's a company nearly every chipmaker relies on that doesn't actually make anything tangible. Yet, its Blockbuster IPO in September valued it above 54 billion. It's the largest public offering in over 2 years. The valuation of the company has tripled. If you have a smartphone in your pocket or in front of you, you have an ARM circuit somewhere inside of it. What is it like for the CEO of ARM, which is so pivotal and important in this world? We are the CPU, the heart of everything. They're the winner of the CPU side. The foundation models, the software is moving far faster than the hardware. So,
what we're seeing is people investing faster and faster into new hardware, which ends up being a good thing for us. So, if that's not exuberance, I don't I don't know what is.
