Alex Heath

Are you worried at all about a bubble with the level of spending that's going into hyperscaling to the models themselves? It's an incredible amount of capital. ROI is not quite there yet. You could argue it is in some places. But do you ascribe to the bubble fear?

I was just at a conference where Sam Altman spoke and he was really lowering the bar on what AGI will be pretty intentionally. Has talked about declaring it next year. I cynically read into that as them trying to rearrange their profit sharing agreement with Microsoft. But putting that aside, what do you think about AGI when we will have it? What it will mean?

I was just at a conference where Sam Altman spoke and he was really lowering the bar on what AGI will be pretty intentionally. Has talked about declaring it next year. I cynically read into that as them trying to rearrange their profit sharing agreement with Microsoft. But putting that aside, what do you think about AGI when we will have it? What it will mean?

I was just at a conference where Sam Altman spoke and he was really lowering the bar on what AGI will be pretty intentionally. Has talked about declaring it next year. I cynically read into that as them trying to rearrange their profit sharing agreement with Microsoft. But putting that aside, what do you think about AGI when we will have it? What it will mean?

Is it going to be an all at once big bang moment? Or is it going to be as Altman now is talking about more like a whimper?

Is it going to be an all at once big bang moment? Or is it going to be as Altman now is talking about more like a whimper?

Is it going to be an all at once big bang moment? Or is it going to be as Altman now is talking about more like a whimper?

We're going to take another quick break. We'll be right back.

We're going to take another quick break. We'll be right back.

We're going to take another quick break. We'll be right back.

We're back with Arm's CEO, Rene Haas, discussing the future of AI. Before the break, I asked Rene about his thoughts on the AGI debate. But there's one really crucial question I've wanted to ask him this whole time. Is Arm going to build its own AI chips? When you were last on Decoder, you said ARM is known as the Switzerland of the electronics industry.

We're back with Arm's CEO, Rene Haas, discussing the future of AI. Before the break, I asked Rene about his thoughts on the AGI debate. But there's one really crucial question I've wanted to ask him this whole time. Is Arm going to build its own AI chips? When you were last on Decoder, you said ARM is known as the Switzerland of the electronics industry.

We're back with Arm's CEO, Rene Haas, discussing the future of AI. Before the break, I asked Rene about his thoughts on the AGI debate. But there's one really crucial question I've wanted to ask him this whole time. Is Arm going to build its own AI chips? When you were last on Decoder, you said ARM is known as the Switzerland of the electronics industry.

But now there's been a lot of reports this year that you were looking at really going up the stack and designing your own chips. And I've heard you not answer this question many times, and I'm expecting a similar non-answer, but I'm going to try. Why would Arm want to do that? Why would Arm want to go up the value chain?

But now there's been a lot of reports this year that you were looking at really going up the stack and designing your own chips. And I've heard you not answer this question many times, and I'm expecting a similar non-answer, but I'm going to try. Why would Arm want to do that? Why would Arm want to go up the value chain?

But now there's been a lot of reports this year that you were looking at really going up the stack and designing your own chips. And I've heard you not answer this question many times, and I'm expecting a similar non-answer, but I'm going to try. Why would Arm want to do that? Why would Arm want to go up the value chain?

Are you worried at all about competing with your customers, though?

Are you worried at all about competing with your customers, though?

Are you worried at all about competing with your customers, though?

What about NVIDIA? You used to work for Jensen.