Arm’s co-founder says AI will create more value than any revolution before it, and be a rollercoaster
Hauser sat down with CNBC’s The Tech Download podcast this month. Arjun Kharpal and Kai Nicol-Schwarz published the write-up on 14 August.
His track record is the reason to listen. He co-founded Acorn Computers in 1978, helped create Arm, and now backs European deep-tech startups through Amadeus Capital.
That is four decades of watching technology waves arrive, which makes his position on this one worth reading carefully.
The full conversation runs to 40 minutes as a video episode. It covers AI, semiconductors, quantum computing and European sovereignty.
Not a bubble call, and not a defence either
Hauser starts higher than most sceptics. “This is a revolution that will create more value than probably any other technology revolution that we’ve ever seen,” he said.
Then he added one word. It will be a “rollercoaster”.
On prices he is specific rather than sweeping. Some valuations have “clearly gotten ahead of themselves”,...
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