This is a transcript of an interview between Rene Haag, CEO of Arm, and Nilay Patel of Decoder. Here are some key points from the conversation:
Arm’s strategy
- Rene mentions that Arm is considering going more vertical and focusing on specific industries like automotive or healthcare.
- He notes that this would require significant changes to the company’s structure and operations.
Trade-offs as a CEO
- Rene talks about the constant trade-off between day-to-day decisions and long-term strategic planning.
- He prioritizes thinking five years ahead over quarterly results, which he believes is necessary for Arm’s growth and success.
Working with Masayoshi Son
- Rene praises Masa’s entrepreneurial spirit and ability to reinvent himself repeatedly.
- He notes that Masa is a joy to work with and provides valuable insights on the long-term strategy of the company.
Influential tech leaders
- Rene draws an analogy between influential tech leaders like Jensen, Ellison, Bezos, and Son, comparing them to Michael Jordan or Kobe Bryant in terms of their character and drive.
- He notes that these individuals share similar traits such as intelligence, courage, and a willingness to take risks.
Overall, the conversation highlights Rene’s vision for Arm’s future growth and his admiration for influential tech leaders like Jensen and Masa.
