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Decoder with Nilay Patel

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

328.351 - 347.968 Rene Haas

So now that that's been, at least he's gone and there's a new CEO to be brought in, that's the decision that has to be made. My personal bias says that Vertical integration is a pretty powerful thing. And if they could get that right, I think they would be in an amazing position. But the cost associated with it is so high that it may be too big of a hill to climb.

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