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7. ARM's IPO: An American hustle
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I reckon you’re using some of ARM’s technology right now. Their designs are found in 95% of the world's smartphones including Apple, Android and Samsung. But it doesn’t stop there. If you’re in an electric car, using your passport, or even walking under a streetlight you’re likely benefitting from ARM’s product - a best in class semiconductor chip. To put it frankly, ARM is everywhere. And now they’re even on the Nasdaq Global Select Market.
So what does ARM's listing say about the current IPO landscape?
In today’s episode, we tell you why the US is strong arming European tech, who is unfit for their new quantum office, and how can you profit from the death of SaaS. We also review the latest Sifted Summit and the state of big tech’s people shakeout.
What to look forward to:
00:50 US strong ARMs European tech
05:37 Unfit for office - Who is leading the UK’s quantum strategy?
10:57 SaaS is dead. How do you profit?
17:39 The Sifited Summit - What did we learn?
20:10 Apple takeover embedded finance
25:10 How long will Big Tech’s people shakeout rumble on for?
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