The CEO of the chip licensing firm Arm believes that we’re approaching the day when AI becomes intelligent enough to create new products and launch companies from scratch.
In a new CNBC interview at Davos 2026, Rene Haas says the pace of tech innovation over the last decade is unprecedented, leading him to believe that AI will ultimately come up with new ideas, create AI agents to work on product specifications and start new companies.
“At the end of the day, one of the things that we think about more broadly is where does AI go? Does AI start to replace workers? Does AI start to invent? At what point does AI create what is the next product? Could you create an AI that says, ‘Create me a brand new company with brand new workers’ et cetera, et cetera…
It’s not an if question, it’s a when question. This will happen. To the extent that we have been able to solve technology problems to the level that we have, if you look at the level of innovation in the last 10 years compared to the previous 50, the previous 100, it will get there. The question is when, not an if, in my mind.”
While Haas believes AI creating entire companies is still far off, he says that in the medium term, models like Gemini, ChatGPT and Claude will come to dominate specific domains. According to Haas, the market fragmentation will change who comes out on top of the AI race.
“I think what’s going to happen over time with these AI models is it’ll become very domain-specific, specific to certain areas and problems, which will be good for the industry but may change who we think today’s winners and losers are.”
ARM is a firm that licenses the Advanced RISC Machine (ARM) architecture, designed for energy efficiency and simplified processing, to firms like Apple, Qualcomm and Samsung.
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