Arm CEO Rene Haas on No Priors: why Arm now sells physical chips

saranormous · x · 2026-09-08

On the No Priors podcast, Arm CEO Rene Haas joins Elad Gil and Sarah Guo to explain why Arm has started selling physical chips rather than licensing IP only. "No inventory, no scrap, what's not to like?" he quips, breaking down the business logic behind the company's shift from a pure licensing model into actual chip sales.

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