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Companies

ARM

Mentioned in 6 analyzed podcast episodes across 3 shows

Mentioned On

Elon Musk PodcastTBPNBG2Pod with Brad Gerstner and Bill Gurley

Episode Mentions

Elon Musk Podcast

Elon Musk Podcast · Apr 25, 2026

Why Tesla Must Retrofit Four Million Cars

“Cortex-A72 CPU architecture used in Tesla's custom autonomous driving chips”

Memory Bandwidth Constraints in Autonomous VehiclesEnd-to-End Neural Networks vs. Modular Software ArchitectureHardware 3 vs. Hardware 4 Specifications and Limitations
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TBPN

TBPN · Apr 25, 2026

Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN

“Entering CPU design space; expected to work with TSMC in short term; relevant to CPU supply dynamics as AI demand grows”

Intel CPU demand from AI agents and inference workloadsCPU-to-GPU ratio shifts in AI infrastructureUS government semiconductor industrial policy and Intel backing
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TBPN

TBPN · Mar 30, 2026

FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race

“CPU opportunity timeline 2030-2031, competing with custom hyperscaler solutions”

AI Inference DemandNvidia Stock PerformanceGroq Acquisition Strategy
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TBPN

TBPN · Mar 27, 2026

Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN

“Announced shift from IP licensing to manufacturing own chips, targeting $15B revenue by partnering with Meta and OpenAI”

ARM chip manufacturing strategyAI data center moratorium legislationSocial media addiction liability
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TBPN

TBPN · Mar 26, 2026

Arm Pumps CPUs, Social Media Addiction, Data Center Ban | Eric Goldman, Nima Jalali, Jon McNeill, Karri Saarinen, Dimi Kellari, Mikey Shulman, Aida Baradari, Zack Kanter, Nik Milanović, Zach Perret

“Semiconductor company shifting from IP licensing to manufacturing chips, stock up 15% on partnership news”

ARM chip manufacturing strategySocial media addiction litigationAI data center regulation
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BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod with Brad Gerstner and Bill Gurley · Sep 26, 2025

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

“NVIDIA partnering through NVLink Fusion to integrate ARM ecosystem with AI infrastructure”

Inference Scaling and Chain-of-ReasoningAccelerated Computing vs. General-Purpose ComputingNVIDIA's Extreme Co-Design Architecture
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