An interview with Arm CEO Rene Haas on DeepSeek, why it isn't AI's “Sputnik moment” but is “a big deal”, how DeepSeek will “get shut down” by the US, and more
Rene Haas has reshaped chip designer's business to focus on royalties rather than fees
Financial Times Matthew Garrahan
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Discussion
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@martijnrasser
Martijn Rasser
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I think people just over-indexed on 'maybe the world's coming to an end' https://www.ft.com/... via @ft
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@professorfengli
Feng Li
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“Intel had a board mentality, meaning it moved at a slow pace relative to making decisions.” At Nvidia “...they are able to pivot and change strategy and direction. Jensen is able to do that and the company mobilises very quickly behind him” https://www.ft.com/... via @ft
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@tanarrowz
@tanarrowz
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Haas is less impressed with claims DeepSeek was developed for a bargain $5.6m. He says he does not believe “the rumours they did this on a shoestring budget . . . I think that's where people just over-indexed on 'maybe the world's coming to an end'.” #ARM https://www.ft.com/...
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@matthewstoller
Matt Stoller
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The CEO of Arm now concedes Lina Khan was right to block the Nvidia merger. [image]
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@discoplomacy
Sam
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Very good interview between @MattGarrahan and ARM CEO @renehaas237. Lots of v interesting bits. Haas thinks DeepSeek may get shut down, and that by utilising AI, there is an “opportunity to cure cancer in our lifetime. It's pretty real.” https://www.ft.com/... [image]