All-In with Chamath, Jason, Sacks & Friedberg30 Syys 2025

Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War

(0:00) Introducing Arm CEO Rene Haas

(1:08) Lessons from working with Jensen Huang

(3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size

(10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion"

(15:35) Manufacturing in America: how to create a culture of excellence?

(18:34) US export controls, building in the UK

(23:42) US-China AI arms race

Thanks to our partners for making this happen!

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IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

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BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com

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