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All-In with Chamath, Jason, Sacks & Friedberg: 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)