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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. I pressed Rene on those rumors quite a bit, and I think it's safe to say he's planning something.