Arm Pumps CPUs, Social Media Addiction, Data Center Ban | Eric Goldman, Nima Jalali, Jon McNeill, Karri Saarinen, Dimi Kellari, Mikey Shulman, Aida Baradari, Zack Kanter, Nik Milanović, Zach Perret

March 26, 2026

AI Summary

5 min read

ARM's move into custom chips, a proposed federal freeze on new data centers, and a California jury verdict against Meta and YouTube dominated the episode. The discussion also covered founder exits, AI workflow changes at Linear, and interviews with operators building in payments, music generation, and biotech manufacturing.

ARM's Entry into Chip Sales

ARM announced partnerships with Meta and OpenAI to develop purpose-built CPUs, including an "ARM AGI CPU" design. The company has historically licensed its instruction-set architecture at roughly 97 percent gross margins, generating about $4 billion in revenue last year. It now plans to sell chips directly, targeting a $15 billion revenue run rate by 2031. The shift lowers expected margins toward 50 percent but expands addressable volume in CPU-constrained AI workloads. ARM stock rose about 15 percent on the news. Nvidia already ships an ARM-based Grace CPU alongside its GPUs, creating overlapping but non-antagonistic dynamics with Intel and AMD's x86 offerings. The move reflects sustained demand for general-purpose compute to feed agents and non-accelerated services, even as GPU attention remains high.

Data Center Moratorium Proposal

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What you'll learn

1 (00:02) **Show Intro & Lineup** - Hosts preview guests and big stories for the episode
2 (02:34) **ARM Enters Chip Market** - ARM shifts from IP licensing to selling its own CPUs with Meta and OpenAI
3 (14:40) **AI Data Center Moratorium Bill** - Sanders and AOC introduce legislation to halt new data center builds
4 (27:39) **Meta & YouTube Addiction Verdict** - California jury finds platforms' features addictive and harmful
5 (74:01) **Eric Goldman Interview** - Legal expert breaks down the social media liability ruling
6 (89:48) **Nima Jalali on Salton Stone Exit** - Founder details 8-year journey to $165M revenue deodorant/sunscreen brand
7 (119:38) **John McNeill on Tesla Algorithm** - Author outlines Elon’s 5-step scaling framework from inside Tesla

+ Full timestamped outline available in the app

Show Notes

(07:16) - Arm's $15B Chip Bet
(19:18) - Sanders & AOC: Pause Data Centers
(32:34) - Meta & YouTube Lose Addiction Trial
(41:48) - 𝕏 Timeline Reactions
(49:14) - "Thou Shalt Not Steal" Op-Ed Reaction
(57:00) - 𝕏 Timeline Reactions
(01:18:30) - Eric Goldman, Associate Dean for Research and Professor of Law at Santa Clara University School of Law, specializes in Internet Law, Intellectual Property, and Advertising & Marketing Law. He discusses the recent California state court case where a jury awarded $6 million in damages to a plaintiff who alleged that social media platforms contributed to her mental health issues. Goldman highlights the broader implications of this verdict, noting that it could set a precedent for numerous similar lawsuits pending across the country, potentially leading to significant financial liabilities for social media companies and prompting changes in platform design and regulation.
(01:34:35) - Nima Jalali, a former professional snowboarder from Los Angeles, is the founder and CEO of Salt & Stone, a natural skincare brand established in 2017. In the conversation, he discusses his transition from snowboarding to entrepreneurship, emphasizing the importance of creating high-performing, design-led products that resonate with consumers. Jalali highlights the brand's rapid growth, its focus on quality and authenticity, and the significance of building a lasting legacy through relentless dedication and strategic partnerships.
(02:04:01) - Jon McNeill, an American businessman and entrepreneur, has held prominent roles including President of Global Sales and Service at Tesla and Chief Operating Officer at Lyft. In the conversation, he discusses the operational framework he developed at Tesla, emphasizing principles such as questioning every requirement, simplifying processes, accelerating workflows, and automating last. He illustrates these concepts with examples, like reducing Tesla's online purchase process from 64 to 20 clicks by eliminating non-essential steps, and highlights the importance of maintaining focus and agility within organizations to drive innovation and efficiency.
(02:24:28) - Karri Saarinen, co-founder and CEO of Linear, a software development company founded in 2019, discusses the need to rethink traditional issue tracking systems, emphasizing that outdated processes hinder efficiency in the era of AI agents. He highlights the importance of simplifying workflows and leveraging AI to automate tasks, allowing engineers to focus on more complex problems. Saarinen also introduces Linear's new features, such as the Linear Agent, designed to enhance productivity by providing context and automating routine tasks.
(02:39:43) - Dimi Kellari, co-founder and CEO of Neion Bio, discusses how his company genetically engineers chickens to produce