2026
Rene Haas predicted that no one will be talking about an AI bubble a year after the Fortune Brainstorm AI conference.
“And I said, no one will be talking about an AI bubble a year from now.”
Topic
Rene Haas
8 facts from 1 episode, in date order. These are what speakers said on the shows, each linked to the moment it was said. They aren't independently verified.
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Rene Haas, CEO of Arm, was included in Time magazine's list of the 100 most influential people in AI.
“For his role as Arm CEO, Haas was included in Time Magazine's list of the one hundred most influential people in AI.”
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Rene Haas is an electrical engineer who worked at Nvidia and Mythic before joining Arm.
“An electrical engineer by training, he also worked at Nvidia and Mythic before joining Arm.”
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Rene Haas says a major bottleneck in drug discovery today is human trials, which he expects AI to accelerate.
“If you look at one of the bottlenecks in drug discovery today, it's actually around trials, human human trials.”
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Rene Haas says that today companies still spend more compute time training models than running inference.
“First things today, still researching companies spend more time training than they do on inference.”
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Rene Haas says during COVID a replacement car key fob took fifty-two weeks because of semiconductor shortages.
“And when you lost your key fob, it took fifty two weeks to get a new one.”
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Rene Haas says an AI chatbot's 'thinking' delay is the computer waiting for data, which is a memory bandwidth limit.
“It's it's not the computer that's thinking, it's the computer is waiting for data to come into the computer to figure out how to make the answer. That's memory bandwidth.”
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Rene Haas predicts that within five to ten years large parts of factory work will be replaced by robots.
“I think in the next five to ten years, and again, ARM will be involved. You're gonna see large, large sections of factory work replaced with robots.”
Episodes