Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 30 September 2025
⏱️ 25 minutes
🧾️ Download transcript
Summary
(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
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Transcript
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| 0:00.0 | There's a company nearly every chipmaker relies on that doesn't actually make anything tangible. |
| 0:07.0 | Yet its Blockbuster IPO in September valued it above $54 billion. |
| 0:11.0 | It's the largest public offering in over two years. |
| 0:13.0 | The valuation of the company has tripled. |
| 0:16.0 | If you have a smartphone in your pocket or in front of you, you have an arm circuit somewhere inside of it. |
| 0:21.1 | We are the CPU, the heart of everything. |
| 0:23.1 | They're the winner of the CPU side. |
| 0:25.7 | The foundation models, the software, |
| 0:27.8 | it's moving far faster than the hardware. |
| 0:30.1 | So what we're seeing is people investing faster and faster |
| 0:33.0 | into new hardware, which ends up being a good thing for us. |
| 0:37.3 | Ladies and gentlemen, please welcome Arm's CEO René Haas. |
| 0:50.1 | Thank you so much. |
| 0:52.0 | Welcome, welcome. David. Hey, good see you. |
| 0:54.6 | Hi, you doing. Hello. Renee, good see you. Hi, how you doing? |
| 0:55.2 | Hello. |
| 0:56.0 | Renee, what are you banging these days? Three milligrams of alpouches or are you up to nine? I know you're competing with Invidia, so you probably want to go with the nine, right? I will go with the nine. With Jensen, you have to go big. You have to go big with Jensen. What's that like to compete against? |
| 1:10.9 | NVIDIA. |
| 1:12.2 | Well, I will say, |
| 1:13.4 | Nvidia is a customer of ours. You have to go big with Jensen. What's that like to compete against Invidia? |
| 1:11.3 | Well, I will say, NVIDIA is a customer of ours, so I'm not going to say Jensen is my competitor |
| 1:17.2 | today. But I worked for Invidia for many, many years, as you know, and he's fantastic, |
... |
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