Earlier this month, I teased an upcoming interview with Rene Haas, CEO of chip design company Arm. I sat down live in Silicon Valley with Rene at an event hosted by AlixPartners, the full version of which is now available. Rene is a fascinating character in the tech industry. He’s worked at two of the most important chip companies in the world: first Nvidia, and now Arm. That means he’s had a front-row seat to how the industry has changed in the shift from desktop to mobile and how AI is now changing everything all over again. Arm has been central to these shifts, as the company that designs, though doesn’t build, some of the most important computer chips in the world. Arm’s architectures are behind Apple’s custom iPhone and Mac chips, they’re in electric cars, and they’re powering AWS servers that host huge chunks of the internet. When he was last on Decoder a couple of years ago, Rene called Arm the “Switzerland of the electronics industry,” thanks to how prevalent its designs are. But his business is getting more complex in the age of AI, as you’ll hear us discuss. There have been rumors that Arm is planning to not only design but also build its own AI chips, which would put it into competition with some of its key customers.

Full interview : Arm CEO Rene Haas answers questions on AI’s potential, working with Intel, TSMC, and Samsung, the Trump admin, China and IP licenses, the CHIPS Act, OpenAI, and more.