EP 158: Arm 2.0, Memory Freak Out, and AI Models
EP 158: Arm 2.0, Memory Freak Out, and AI Models  
Podcast: The Circuit
Published On: Mon Mar 30 2026
Description: This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and memory technology. Hosts Ben Bajarin and Jay Goldberg analyze ARM's new CPU launches, market positioning, and the future of AI models like Mythos, providing insights into the industry's next phase.