Alex Heath

Of course, I also asked about the incoming Trump administration, the U.S. versus China debate, the threat of tariffs, and all that. Rene is a public company CEO now, so he has to be more careful when answering questions like these. But I think you'll find a lot of his answers quite illuminating. I know I did. Okay, Arm CEO Rene Haas, here we go. Rene Haas, you are the CEO of Arm.

Welcome to Decoder. Thank you. This is actually your second time on the show, believe it or not. You were, I think, last on in 2022. You hadn't been the CEO for that long. The company had not yet gone public. So a lot has changed. We're going to get into all of that. You're also a podcaster now, so the pressure's on me to do this well.

Welcome to Decoder. Thank you. This is actually your second time on the show, believe it or not. You were, I think, last on in 2022. You hadn't been the CEO for that long. The company had not yet gone public. So a lot has changed. We're going to get into all of that. You're also a podcaster now, so the pressure's on me to do this well.

Welcome to Decoder. Thank you. This is actually your second time on the show, believe it or not. You were, I think, last on in 2022. You hadn't been the CEO for that long. The company had not yet gone public. So a lot has changed. We're going to get into all of that. You're also a podcaster now, so the pressure's on me to do this well.

Rene has a show where he interviewed Jensen pretty recently that you all should check out. The theme of this convo, we'll touch on several things. A lot has changed in the world of AI in the last couple of years, policy. We're going to get into all that and then the classic kind of decoder questions about how you're running ARM.

Rene has a show where he interviewed Jensen pretty recently that you all should check out. The theme of this convo, we'll touch on several things. A lot has changed in the world of AI in the last couple of years, policy. We're going to get into all that and then the classic kind of decoder questions about how you're running ARM.

Rene has a show where he interviewed Jensen pretty recently that you all should check out. The theme of this convo, we'll touch on several things. A lot has changed in the world of AI in the last couple of years, policy. We're going to get into all that and then the classic kind of decoder questions about how you're running ARM.

But first, I wanted to talk about a thing that I bet a lot of people in this room have been talking about this week, which is Intel. We're going to start with something easy. Great. What do you think should happen to Intel?

But first, I wanted to talk about a thing that I bet a lot of people in this room have been talking about this week, which is Intel. We're going to start with something easy. Great. What do you think should happen to Intel?

But first, I wanted to talk about a thing that I bet a lot of people in this room have been talking about this week, which is Intel. We're going to start with something easy. Great. What do you think should happen to Intel?

We're going to talk about vertical integration as it relates to ARM later, but I wanted to reference something you told Ben Thompson earlier this year. You said, I think there's a lot of potential benefit down the road between Intel and ARM working together. And then there were reports more recently that you all actually approached Intel about potentially buying their product division.

We're going to talk about vertical integration as it relates to ARM later, but I wanted to reference something you told Ben Thompson earlier this year. You said, I think there's a lot of potential benefit down the road between Intel and ARM working together. And then there were reports more recently that you all actually approached Intel about potentially buying their product division.

We're going to talk about vertical integration as it relates to ARM later, but I wanted to reference something you told Ben Thompson earlier this year. You said, I think there's a lot of potential benefit down the road between Intel and ARM working together. And then there were reports more recently that you all actually approached Intel about potentially buying their product division.

Do you want to work closer with Intel now, what's gone on in the last couple of weeks?

Do you want to work closer with Intel now, what's gone on in the last couple of weeks?

Do you want to work closer with Intel now, what's gone on in the last couple of weeks?

Turning to policy, a few things I want to get into, but do you have any reaction to David Sachs being Trump's AI czar? I don't know if you know him.

Turning to policy, a few things I want to get into, but do you have any reaction to David Sachs being Trump's AI czar? I don't know if you know him.

Turning to policy, a few things I want to get into, but do you have any reaction to David Sachs being Trump's AI czar? I don't know if you know him.

I would say few companies face as many geopolitical policy questions as you guys, just given all of your customers. How have you or would you advise the incoming administration on your business?