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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

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

Sep 30, 2025 · 25m

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About this episode

(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…