Alex Heath

What about NVIDIA? You used to work for Jensen.

What about NVIDIA? You used to work for Jensen.

Speaking of Jensen, we were talking about this before we came on. When you were at NVIDIA, CUDA was really coming into fruition. And you were just talking about the software link. How do you think about software as it relates to ARM and as you're thinking about going up the stack like this? Is it lock-in? What does it mean to have something like the CUDA?

Speaking of Jensen, we were talking about this before we came on. When you were at NVIDIA, CUDA was really coming into fruition. And you were just talking about the software link. How do you think about software as it relates to ARM and as you're thinking about going up the stack like this? Is it lock-in? What does it mean to have something like the CUDA?

Speaking of Jensen, we were talking about this before we came on. When you were at NVIDIA, CUDA was really coming into fruition. And you were just talking about the software link. How do you think about software as it relates to ARM and as you're thinking about going up the stack like this? Is it lock-in? What does it mean to have something like the CUDA?

I'm going to ask you about one more thing you can't really talk about before we get into the fund decoder questions. I know you've got this trial with Qualcomm coming up. You can't really talk about it. At the same time, I'm sure you feel the concern from investors and partners about what will happen. Address that concern.

I'm going to ask you about one more thing you can't really talk about before we get into the fund decoder questions. I know you've got this trial with Qualcomm coming up. You can't really talk about it. At the same time, I'm sure you feel the concern from investors and partners about what will happen. Address that concern.

I'm going to ask you about one more thing you can't really talk about before we get into the fund decoder questions. I know you've got this trial with Qualcomm coming up. You can't really talk about it. At the same time, I'm sure you feel the concern from investors and partners about what will happen. Address that concern.

You don't have to talk about the trial itself, but address the concern that investors and partners have about this fight that you have.

You don't have to talk about the trial itself, but address the concern that investors and partners have about this fight that you have.

You don't have to talk about the trial itself, but address the concern that investors and partners have about this fight that you have.

All right, more to come there. So decoder questions. Last time you were on the podcast arm had not yet gone public. I'm curious to know now that you're a couple years into being a public company. What surprised you about being a public company?

All right, more to come there. So decoder questions. Last time you were on the podcast arm had not yet gone public. I'm curious to know now that you're a couple years into being a public company. What surprised you about being a public company?

All right, more to come there. So decoder questions. Last time you were on the podcast arm had not yet gone public. I'm curious to know now that you're a couple years into being a public company. What surprised you about being a public company?

Has the structure of Arm organizationally changed at all since you went public?

Has the structure of Arm organizationally changed at all since you went public?

Has the structure of Arm organizationally changed at all since you went public?

Well, what we talked about earlier with potentially looking at going more vertical or the value there, that seems like a big change that could affect the structure.

Well, what we talked about earlier with potentially looking at going more vertical or the value there, that seems like a big change that could affect the structure.

Well, what we talked about earlier with potentially looking at going more vertical or the value there, that seems like a big change that could affect the structure.