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Rene Haas

👤 Person
457 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

Certain parts of the world that have the capabilities either in terms of people, technology, innovation, they will find a way.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

And they will find a way around the problem.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

And once that happens, you've now created two parallel universes.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

And then the US and the West would be at risk of that other ecosystem being an ecosystem of choice.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

So if you can navigate for those licenses being expedited, the world works really well in semis when it's flat.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

And a global ecosystem, may the best company win.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

The company was started in the UK, in Cambridge, in a barn, part of a joint venture for the Apple Newton building a processor, a combination of a joint venture of Apple and VLSI Technology.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

They needed a low-cost chip that could run off a battery.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

They contracted a company to build the chip.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

The chip wasn't so good, but a bunch of guys said, you know what?

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

The design's pretty good, and why don't we try to build a business from it?

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

And that's how Arm was born.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

I'm the fourth CEO.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

I'm the first one that is not from the UK.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

And what I've been trying to do in the three and a half years that I took over is to keep the great scientists and technology innovation that we have in Cambridge

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

but inject a bit of a Silicon Valley aggressiveness and twist to moving faster and going quicker.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

Now, as you said, half the employees are in the UK, but we've got folks globally, 2,000 people in Bangalore, probably over 1,000 in the United States, different parts of Europe.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

So it's a highly global company.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

And we go where the talent is, and we look for great engineers.

All-In with Chamath, Jason, Sacks & Friedberg
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War

We need far more investment.