Future Tech
ARM风云史：软银帝国的最后王牌与孙正义的AI“新饼” - 硅谷101
https://www.youtube.com/watch?v=lyAP8bRKUJo
在投资界，孙正义的名字曾如雷贯耳，却也因追求“大而美”的千亿美元规模愿景基金Vision Fund的巨亏而跌入谷底。然而，2023年9月15日，随着芯片设计公司ARM在纳斯达克的成功上市，孙正义赢得了这场必要的胜利：ARM的上市不仅让孙正义和软银得以从财务困境中解脱，更在2024年随着AI技术的热潮，股价一路飙升，成为当年美股市场上的一大亮点。回顾ARM的上市之路，充满了曲折与变数。从软银收购ARM，到英伟达收购失败，再到最终决定让ARM独立上市，孙正义每一步都走得小心翼翼，布下了周密的局。但ARM成功上市，只是孙正义翻身之战的开始。面对市场对其持股过高、未来发展方向等问题的质疑，孙正义能否继续带领软银和ARM走向新的高峰，仍充满悬念。特别是他错过的AI投资黄金期，是否会成为他心中永远的痛？ARM在AI芯片上的布局能拓宽ARM的未来商业道路吗？
时间轴：
00:00 - 02:48 孙正义的ARM翻身之仗
02:49 - 07:50 ARM发家史：CPU与Acorn
07:51 - 10:19 失去控制权：Olivetti的收购
10:20 - 15:56 苹果的救赎：ARM与IP授权模式
15:57 - 17:55 软银收购ARM：溢价40%的豪赌
17:56 - 20:13 错看物联网：让ARM从“珍宝”到“烫手山芋”
20:14 - 21:59 英伟达的ARM收购案：因反垄断而失败
22:00 - 26:00 上市布局1：公司整顿与财报美化
26:01 - 28:50 上市布局2：左右倒右手
28:51 - 31:18 上市布局3：豪华IPO顶配
31:19 - 34:12 上市布局4：极度谨慎的估值与定价
34:13 - 35:15 孙正义尚未翻盘：ARM仅10%股票流动性
35:16 - 39:19 ARM挑战与机会并存：AI与RISC-V生态的崛起
39:20 - 42:33 软银新篇章：错过AI投资黄金期却更理智谨慎
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