
Renee Haas
CEO of Arm Holdings (since February 2022) and SoftBank Group board director, a 35+ year semiconductor veteran formerly of NVIDIA and Tensilica.
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Jan 23, 2025
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
33:29
33:46
33:55
41:58
Brad GerstnerHOST
But what's your role in this? And how are you thinking about how this scales up over the next few years?

Renee HaasGUEST
Part of it is he owns 90% of Arms, so I have a lot of investor meetings with him as my chief investor and talking about strategy.

Renee HaasGUEST
He has been, himself personally, pretty large on this idea of singularity for quite some time.
8 MINS LATER
Brad GerstnerHOST
But where do you see the bottlenecks to the extent they arise? Is it power? Is it GPUs? Is it ARM?