All-In with Chamath, Jason, Sacks & Friedberg Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
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Sep 30, 2025 
In this enlightening discussion, Rene Haas, the CEO of Arm, shares insights into the semiconductor industry and the impact of AI on technology. He reflects on his experiences with Nvidia and explores the reasons behind Intel's decline. Haas highlights the significance of building a strong manufacturing base in the U.S. and the potential of the AI market exceeding current data center revenues. He also addresses the complexities of the U.S.-China tech landscape, advocating for collaboration instead of competition. A must-listen for tech enthusiasts!
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Pivot Culture At NVIDIA
- Rene Haas recounts working under Jensen Huang at NVIDIA and witnessing rapid, bold strategic pivots.
- He describes a roadmap meeting that turned into moving 2,000 engineers onto a new SOC project driven by Jensen's vision.
Workloads Define Architecture Winners
- Compute workload fit determines which processor architecture wins for a given problem.
- GPUs suited training's parallel complexity, which let NVIDIA seize the AI training market early.
Arm's Critical Role As CPU Glue
- Every accelerator requires CPUs to orchestrate and run surrounding tasks.
- Arm sits uniquely as the CPU provider that connects accelerators to broader systems.
