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!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

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/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

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

Follow Rene: https://x.com/renehaas237

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https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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Intro Music Credit:

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https://x.com/yung_spielburg

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