YouSaid · the spoken record

Rene Haas

lines on the record: 74
first: 2022-09-27
most recent: 2022-09-27
sittings or episodes: 1
sources: podcast

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“Is kind of like Benjamin Button, you know, every time you look at him, you look younger and younger and younger. I do have weird dietary habits, and folks will know in the UK, I'll have like yogurt and granola every day for lunch. And my assistant when I'm in the UK will almost preempt me and say, I've got your yogurt in the fridge that's got your name on it.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Hard to fool them. He's seen it all. Now, our business is far more complex than professional football, but it helps a lot. So yeah, short answer to your question is I rely on both, but I probably move faster now than I did when I was younger because opinion helps me a lot more than data because my gut is more intuitive.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“A while ago. You know, I like his analogy of opinion-based decisions versus database decisions. And I would say that the more white that you get in your beard and your hair, you get more comfortable with opinion-based decisions because pattern matching starts to come into play. The history repeats itself because humans repeat themselves. We are humans. And humans make the same successes and mistakes. So I'm a mix of opinion and data and probably the more experienced I get, the more I rely on intuition because experience helps. It's the classic for those of folks who are football fans out there. Why is Tom Brady at 45 still playing quarterback, even though physically he's playing with guys half his age?”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“I'm the CEO, and I have the classic chief financial officer, chief people officer, head of legal reporting into me. We are organized around business units, so we have a vertical line of business structure. We have automotive, we have IoT, we have infrastructure and client. So I have those GMs that reported to me. I also have a chief architect who reports them to me, and I have our head of sales and head of engineering. So as I'm listing it here, yeah, it's a lot of direct reports, but that's what the team looks like. It's mostly people oriented around engineering in the business with the classic functions around people, legal, and finance.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Nowhere close to that. We are mostly engineers. Most of our engineers are in the UK. Arms headquarters are in Cambridge north of London a couple hours. We have a few different sites across the UK. We have engineering sites in France, different parts of the Nordics. We have a design center, a couple of them in the United States, in Arizona and Texas. And we also have a fair bit of design engineers in India, Bangalore, and NOida. Most of our employees are engineers. Our legal department is pretty darn small. And if I was just, I had to thumbnail ratios. The proportions are pretty large relative to the number of engineers, number of lawyers. We've done a very, very good job relative to understanding how our licensing model works, how to protect our intellectual property. So, yeah, we don't have a huge legal department, but we have a lot of engineers because these products are really hard to build.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“But. But what it means is that we stand on the shoulders of a pretty big ecosystem. And I would say it's an ecosystem of ecosystems because there are design tools, there are fabrication processes, there are software operating systems, there's middleware. So we work a lot with interest groups and we create them. We don't really work so much with standard bodies, but we do work very, very heavily with all the players that I mentioned, just making sure that we understand everything that they're trying to do from a roadmap standpoint and ensuring that we're going to be as compliant as possible because at the end of the day, since we license technology to someone building a chip, that person building a chip wants the broadest opportunity that they have where they build it, what software it runs on it, and how it ultimately goes into production.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“We really try to stay as neutral as possible, and we're known to be the Switzerland electronics industry, which is not a bad parallel because we tried to stay neutral. We don't try to pick winners. We're involved in the ecosystem of ecosystems. And by that I mean, if you start at the lowest level of senior value chain, global foundries, Samsung, TSMC, Intel, all the people who build chips, you have to work with all of them. We have to make sure that our technology is going to be able to be built on every semiconductor process in the world, which requires investment across all those partners, all the way up the stack, when you think about Android and Linux and Windows and all the major operating systems that we support. We got to make sure we're there too. And we really don't try to play favorites in terms of advantaging one versus the other. I'm not sure how we would do that at the end of this day.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“At the same time, we take very seriously how we manage those relationships with our partners. So the politics of it, maybe not so much. We really just take the relationships pretty seriously and make sure that fairness is at the top of what we do.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Well, we're definitely deep in the weeds of processor design. I mean, that's what we do at the end of it all. We spend a lot of time and energy on developing these CPUs. We spend a lot of time and energy on the software ecosystem. We spend a lot of time and energy really ensuring that the products are leading edge, all partner's problems. One of the things that's different about us, I think, is the fact is we deal with everybody. We have to maintain a consistency of how we manage our relationship with partners. And that's really around access to technology, that's around access to bugs, that's around access to people. The world kind of relies on Arm. And again, as you said, we're kind of a little opaque and having me say on a podcast or world relies on arm and someone listening says, I rely on you guys. I don't even know you guys.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Where they've allowed extensibility, meaning they've allowed customers to add custom instructions. And while that might sound innovative and cool, what really makes a CPU architecture relevant in the long term is developers just know it's going to run and they're not having to worry about if a developer is writing a piece of code for an OEM, an ARM is embedded, the developer doesn't want to know or need to know or even be in a position to know of, oh, I'm designing a thermostat, it's got Bob's chip inside, and Bob's got some extra instructions. I need to take advantage of that because they may not know in another OEM device whether that has the arm chip that has those instructions. So leveling the playing field, just making sure that the software data set looks the same is really important. And our four founders did a fantastic job.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Very important questions, though, because one of the things I think has helped us be so ubiquitous in our history is the fact that whether it's an ARM implementation or an architectural implementation, they run software targeted for the ARM ISA the same. Just it doesn't break, meaning there's been a lot of casualties in the CPU graveyard.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“We have a set of requirements and we have a compliance suite that we test against. So we have to essentially verify that, end quote, what they have built is ARM compliant. So we run tests against that to basically see if it can run ARM instructions and run ARM code and compile properly and the compiler doesn't break. And somehow you're not able to recognize the right instructions. So yeah, short answer is we do have a set of compliance tests for anyone building an architectural license based design.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“And it's very, very hard to build a CPU that's arm compliant. That's a whole lot different and better than what we do. So there aren't many people who do that. It used to be more, but now it's a smaller and smaller number. A, it's hard. And B, it's hard to find the people. These are hard, hard teams to go off and build. So most companies look at it and say, if I'm building an SOC or a system on chip and I've only got so many precious engineers to differentiate my product, differentiating the ARM CPU is probably not the best place to spend my energy. Better places are around areas like a camera or a modem or I.O. or things that we don't do.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“He referred to an architectural license. What that basically means is it gives the rights to a company to build what we would call an arm compliant processor. And what we require from anyone who does that is, and this is a very important point, is that the CPU that they build, and they can make miter modifications to the micro architecture, and by that I mean how it's actually physically put down on the chip. But what they can't do is modify it in such a way that it doesn't run ARM instructions. And that's really important because at the end of it all, we have to maintain software compatibility such that if anyone is running an ARM processor somewhere, whether it's something that we build or it's something that a partner who has an architectural license, it has to be compliant to running ARM software. So that's really architecture licenses, we don't have many. It's hard to do. We build really good CPU.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Commercially, very similar. We have contracts with companies like this mentioned like Apple, and they'll pay us a royalty just like Intel Most does. No different.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Here's the beauty of the arm business model, right? Qualcomm uses our technology, so does Samsung Exonos, as you gave. So in the case of one Galaxy phone ships, we're likely getting paid. We're getting paid by Qualcomm if that product went out with Qualcomm. And in the case of Samsung, we're getting paid. It depends on the licensing arrangements we have with partners, but typically they're with the semiconductor arms of these companies, no pun intended. So the chip division, whoever we have signed a contract with, let's just say in the case of Samsung, it was the chip group, then the chip group would be making the payments to all.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Yeah, you don't, but Qualcomm would. Qualcomm would report to us in that example how many units were shipped that you bought. There's a pre-negotiated royalty rate, and they would send us basically a payment to cover those royalties.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Our business model has two components we have an upfront license fee that our partners will pay us for access to the technology and that gives them the rights to build designs using our technology. If those designs ultimately find their way into production and into an end product, we then collect a per unit royalty based upon some arithmetic math relative to how the contracts are such. So high level two sources of revenue. One is what we call licensing revenue and the other is what we would call royalty revenue.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“It's funny, Neila, in the electronics industry, it would be almost harder to say who isn't our customers. Almost anybody you can think of is our customer, TSMC is a customer, Samsung is a customer, Global Foundries is a customer. These are people who physically build the chips. Intel is a customer. AMD is a customer. Nvidia is a customer. Qualcomm is a customer. Amazon is a customer. Microsoft is a customer. Google is a customer. Then, when you get into other parts of the world, you've got Alibaba as a customer and 10cent is a customer and Byte dance. So just about everybody is a customer of ours. It's kind of crazy.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“So when you think about the fact that we do these brains and that we don't actually build chips, we license these brains to anyone who builds chips and we'll license that brain to anybody who will build a chip. There's a lot of our brains out there kind of reflecting on the numbers, I think, between all the semiconductor companies and OEMs in the world last quarter, 7.4 billion chips were shipped and built with some type of ARM CPU inside or GPU or some ARM technology, which is a huge, huge number. So the way to think about it is we're in the semiconductor value chain, but we don't build anything. We do designs, and most of those designs are microprocessors.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“So Armin is not a well-known company, as you said, and not well understood, but we like to think we're extremely important. So starting off, we sit inside the semiconductor world. So we are in the semiconductor value chain. And you can essentially find ARM technology in almost any type of semiconductor product and or OEM product where smartphones or laptops, smart TVs. looking around my desk here, there's probably dozens of ARM processors everywhere. We don't actually build anything. What we do is we do the designs and we do the design of pieces of the product that we call intellectual property. We build that design and rather than building a chip using our design, we license that design to someone who's going to build the end product. And the primary product we're best known for is the microprocessor, the CPU, which is the brain of almost any type of electronics device.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“I'm definitely new. It's been six months, but it's been a very fast six months. But yes, I am new to the position from mid-February. Not new to ARM. I've been with ARM almost nine years now. But yes, certainly this is the latest new role for me.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“To coffee machines are showing up with more and more arm processors in them. So today I'm talking to Renee Haas. He's the newly minted CEO of ARM. He's only been on the job for six months. But that comes after a wild sequence of events that saw ARM get bought by Softbank, which then tried to sell it to NVIDIA, but that deal was blocked not just by regulators, but by a consortium of ARM's biggest customers that compete with NVIDIA. So the deal got iced and now ARM is set to go public, which the company said it would never do. So there's lots to talk about. And of course, I was curious about some basics. How does ARM make its money? Who are its real customers? And how is ARM affected by the chip shortage since they don't actually make the chips? This might be the most complicated company of all. A couple of notes before we start this conversation got directly into the weeds. IoT is short for Internet of Things. It's basically smart home stuff, sensors around the world, ECUs are”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT
“Payment of $45 for three months, $90 for six months, or $180 for 12 month plan required, $15 per month equivalent taxes and fees extra. Initial plan term only greater than 50 GBR is busy. C terms.”
2022-09-27 · Decoder with Nilay Patel · How Arm conquered the chip market without making a single chip, with CEO Rene Haas · IDENTIFIED FROM THE TRANSCRIPT