The History and Potential of Arm

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The chapter explores the history of Arm, its acquisitions and potential deals, and the implications if Arm had been acquired by Nvidia. The speakers also discuss the challenges of being a capital allocator and the dominance of Arm in the smartphone market.

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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