Meta

Redefining Chip Architecture with Arm CEO Rene Haas

Sep 3, 2026 · 37:07

Arm CEO Rene Haas argues that the CPU, not the accelerator, remains the heart of every system: AI workloads still depend on microprocessors to orchestrate tokens, so Arm moved from licensing IP to building full compute subsystems, including the Arm AGI CPU for Meta. He says the shift was driven by customers like Meta who wanted complete solutions rather than components, and that Arm's design wins in smartphones, data centers and automobiles prove the model. Haas contends supply constraints in memory, substrates and advanced packaging will throttle industry growth for three to five years, making US fab capacity a national-security priority. He predicts AI will become a utility embedded in every device, from edge sensors to robots, and that fears of job loss are overstated because electricians, engineers and skilled tradespeople will be needed in greater numbers to build out data centers, fabs and the physical infrastructure AI requires.

Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak

Jul 31, 2026 · 34:30

Melisa Tokmak, founder and CEO of Netic, tells Elad Gil how Netic's autonomous AI platform acts as an intermediary for essential services like HVAC, pet care, and roofing, with over 70% of customers now AI-first. She explains why she built a product company rather than an AI roll-up, and how selling to 'slow' industries is easier than assumed—they're value-focused and tech-forward. Big labs aren't threats due to focus and last-mile orchestration; robotics is decades away for these jobs. She screens for agency by asking candidates the hardest thing they've done, and sees private equity now demanding measurable ROI. Her five-year vision is an 'autonomous enterprise' where AI handles everything except physical labor; she is most excited about AI's impact on education and expanding agency.