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Decoder with Nilay Patel

Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

310.058 - 327.49 Rene Haas

And I think that is the fork in the road that they've faced for the last probably decade, to be honest with you. And Pat had a strategy that was very clear that vertical was the way to win. I will say that in my opinion, that when he took that strategy on in 2021, that was not a three-year strategy. That's a five to 10-year strategy.

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