Rene Haas, CEO of ARM Holdings and former NVIDIA exec, joins to unravel the complexities of the tech landscape. The dialogue kicks off with the ambitious Stargate Project, which promises to reshape AI's future. They dive into regulatory challenges and financial intricacies of substantial tech investments. TikTok's shifting dynamics and the political backdrop surrounding executive orders also take center stage. Haas shares insights on the fierce AI competition and how current economic shifts are impacting market valuations.

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.

Rene Haas, CEO of Arm, is a veteran in the chip industry with a background at NVIDIA. He discusses the intense competition in AI chip development, hinting at Arm's plans to release its own AI chips to challenge Nvidia. Haas analyzes the struggles facing Intel and its need for reinvention, while also reflecting on the influence of the incoming Trump administration on tech. Additionally, he emphasizes the significance of Arm's architecture in powering AI applications and the changing dynamics in global semiconductor markets.

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, CEO of Arm Holdings, discusses the pivotal role of energy-efficient processors in AI infrastructure investments. Rachel Metz shares insights on the collaborations among tech giants like SoftBank and OpenAI, emphasizing the transformative potential of government support in AI. Najat Khan explains how AI is revolutionizing drug discovery, speeding up the path to clinical trials. Ben Harburg analyzes the implications of new investment strategies in China, while Rich Greenfield evaluates Netflix's growth amidst intense streaming competition.

Rene Haas, CEO of Arm Holdings, shares insights on the pivotal role of Arm CPUs in AI technology and the semiconductor industry's evolution. Daniel Lurie, San Francisco's 46th mayor, discusses his initiatives to tackle homelessness and crime while fostering economic growth. The conversation highlights the connection between public safety and revitalizing the city, emphasizing partnerships in law enforcement and health sectors. Listeners gain valuable investment strategies and learn about the importance of Arm in the growing AI landscape.

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 Holdings, discusses the company’s pivotal role in a $500 billion AI infrastructure joint venture involving Oracle and OpenAI. He shares insights on how AI will transform various sectors, especially drug development. Meanwhile, Scott Kirby, CEO of United Airlines, reveals strong fourth-quarter earnings and a promising outlook for 2025, attributing success to diversified revenue. The conversation highlights the skyrocketing shares of Netflix following impressive subscriber growth and the broader tech market's response to these dynamics.

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.