Rene Haas, CEO of Arm Holdings and a former VP at NVIDIA, shares the astonishing journey of ARM from its roots in 1990 as a low-power chip designer to its current status as the backbone of modern computing. He discusses how ARM's innovative licensing model fueled the mobile revolution and enabled giants like Apple and Samsung to innovate. The conversation also dives into ARM's plays in AI, the competitive landscape against x86, and the dramatic story of NVIDIA's attempted acquisition. ARM's adaptability and impact on everyday technology are truly remarkable.

One of the more interesting quirks of the modern tech world is that there’s a really important company at the center of it all that doesn’t make anything. But its work is in your phone, in your TV, your car and maybe even your laptop. I’m talking about ARM, a chip design company that’s been through quite a lot these past few years, and I'm talking to Arm CEO Rene Haas.Arm designs the instruction sets for modern chips: Qualcomm’s chips are Arm chips. Apple’s chips are Arm chips. Samsung’s chips are Arm chips. It’s the heart of modern computing. Arm licenses the instruction set to those companies, who then go off and actually make chips with all sorts of customizations. Basically every smartphone runs an Arm processor, Apple’s Macs now run arm processors, and everything from cars to coffee machines are showing up with more and more arm processors in them.We want to know what you think about Decoder. Take our listener survey!Transcript:https://www.theverge.com/e/23137412Links:The Vergecast: The HDMI Holiday Spec-tacular on Apple Podcasts Biden signs $280 billion CHIPS and Science ActIntel needs 7,000 workers to build its $20 billion chip plant in Ohio - The VergeWhat comes after the smartphone, with Qualcomm CEO Cristiano Amon - The VergeWhy the global chip shortage is making it so hard to buy a PS5Nvidia’s huge Arm deal has just been scrappedWhat is a SoC?What is an ECU?Credits:Decoder is a production of The Verge, and part of the Vox Media Podcast Network.Today’s episode was produced by Creighton DeSimone and Jackie McDermott and it was edited by Callie Wright.The Decoder music is by Breakmaster Cylinder. Our Sr Audio Director is Andrew Marino. Our Editorial Director is Brooke Minters. And our Executive Producer is Eleanor Donovan.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Rene Haas is the CEO @ Arm. The technologies that Arm creates are used in over 230+ Bn devices with everything from sensors to smartphones to servers. In 2016 Softbank made Arm it's largest ever acquisition with a reported price of $32Bn. As for Rene, he was appointed CEO in February 2022 having spent the last 8 years in numerous different roles within the company. Before Arm, Rene was Vice President & General Manager of the Computing Products Business Unit at Nvidia where he enjoyed a very successful 7 years with the team there. In Today's Episode with Rene Haas We Discuss: 1.) Entry into Tech from Eastman Kodak: How did Rene make his way into the world of technology and innovation? What are 1-2 of the biggest takeaways from his 7 years at Nvidia? How did working with Jensen impact his leadership approach and philosophy? 2.) Decision-Making in Leadership: What is the single biggest mistake leaders make when making decisions today? How does Rene balance the trade-off between speed vs quality of decision? At what point does Rene believe leaders have enough data to make a decision? What does Rene know now that he wishes he had known when he started on decisions? 3.) Scaling the Org and Remaining Nimble: Agile: How does one retain the speed and agility of a startup when one is the size that Arm is today? Ambition: How does Rene as a leader inspire the same level of ambition and vision in his team when Arm is as large as it is? Risk: How does Rene encourage his teams to take large risks when they have so much more to lose? Breakage: What are the first things to break in scaling? What can leaders do to get ahead of them? 4.) Leadership 101: What really is strategy? What is it not? What mistakes do all leaders make when it comes to strategy? How does Rene define "high performance" in leadership? How has his style of leadership changed over time? How does Rene approach vulnerability in leadership? What are the pros and cons?  

Rene Haas, CEO of Arm, dives into the semiconductor landscape and AI growth opportunities. He shares insights on Arm's robust second-quarter performance despite a cautious sales outlook. Haas discusses how version nine technology is driving revenue through licensing fees, while also addressing challenges from trade tensions. The conversation highlights Arm's innovative strategies for integrating computing subsystems to enhance efficiency, alongside the potential for expansive growth in the data center sector fueled by AI advancements.

Arm CEO Rene Haas discusses company momentum in AI market, while Recursion Pharmaceuticals CEO Chris Gibson talks about Nvidia partnership for drug research. American Giant CEO Bayard Winthrop shares insights on Walmart partnership. Show covers AI's impact on market, future product speculations, and biopharma companies' positive trial results.