Ownership and Control of Arm China

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This chapter focuses on the ownership and control of Arm China, discussing the issues Arm has faced with obtaining accurate information from them and the concern over the safety of this relationship. It also highlights the state ownership in China and the comparison to the Mafia-like nature of business success in the country.

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Today’s show:

Jason breaks down Nvidia smashing its quarterly earnings (3:58), Arm filing its F-1 (26:38), how founders should vet accelerators (56:10), and more! (1:03:53)

Time stamps:

(0:00) Producer Nick joins Jason

(3:58) Nvidia obliterating their Q2 earnings

(8:33) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist

(10:01) The earnings report’s effects on stock, induced traffic, and the “sell the news” strategy

(16:02) Breaking down the numbers and the market cap chart

(21:31) Overcorrection in big tech companies, the rolling recession, and Nvidia as a momentum stock

(25:07) OpenPhone - Get 20% off your first six months at https://openphone.com/twist

(26:38)Arm filing its F-1 and SoftBank’s deal with Vision Fund

(34:39) Arm’s business model and the risks of whale customers

(37:53) Fitbod - Get 25% off at https://fitbod.me/twist

(39:22) Arm China’s risk to Arm