Tech Brew Ride Home Chamath Is Back In The Arena
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Aug 19, 2025 Masa Son's $2 billion investment in Intel could spark a revival in the semiconductor market. Meanwhile, new developments in AI, including small models like Nvidia's Nemotron-Nano-9B-v2, are gaining traction. Chamath is making waves again with his latest SPAC initiative. Texas AG's investigation into AI chatbots raises ethical concerns, and there's a debate about whether we've hit an AI ceiling, particularly with the challenges facing GPT-5. The landscape of tech is shifting, blending innovations and scrutiny.
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SoftBank Votes For Intel's Comeback
- SoftBank's $2B purchase signals renewed external confidence in Intel's recovery despite its recent struggles.
- The U.S. government is also weighing converting CHIPS Act support into equity, which could make it a top shareholder.
Tiny Models, Big Reasoning Gains
- NVIDIA introduced the Nemotron-Nano-9B-v2, a smaller hybrid model built to run on a single A10 GPU while preserving reasoning performance.
- The Mamba-style hybrid uses state-space layers to scale long-context performance with lower compute costs.
Chamath Returns With A Themed SPAC
- Chamath Palihapitiya filed a new SPAC, American Exceptionalism Acquisition, targeting energy, AI, DeFi, and defense and seeking $250M.
- His founder shares vest only after a 50% post-merger stock increase, though the sponsor stake is 30%.