Arm Holdings
Mentioned in the context of custom silicon development for wearables.
Common Themes
Videos Mentioning Arm Holdings
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
All-In Podcast
A British semiconductor and software design company, which officially filed its F1 to go public. Its business is heavily reliant on smartphone architecture (99%), but faces headwinds from AI, RISC-V, and Apple's in-sourcing.
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
All-In Podcast
A semiconductor and software design company whose valuation doubled in a short period, reaching $140 billion, after being largely acquired by SoftBank.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
All-In Podcast
A company owned by SoftBank, anticipating a large IPO at a high valuation, potentially the largest of the year.
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
All-In Podcast
Its stock is down 21% since its IPO, illustrating the challenging market for recently public companies.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
All-In Podcast
Confidentially filed for an IPO, seeking to raise $8-10 billion. Its valuation is debated, with one speaker believing it could be worth $25 billion, not $70 billion.
Bee AI: The Wearable Ambient Agent
Latent Space
Mentioned in the context of custom silicon development for wearables.