Episode · All-In with Chamath, Jason, Sacks & Friedberg · 2025-09-30

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

1 book · With Rene Haas · Listen · Watch on YouTube

(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)

David Sacks discussed Apple in China by Patrick McGee.

Books mentioned, in the order they came up

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1. 

   Apple in China

   Patrick McGee · at 17:04

   Apple in China by Patrick McGee is a detailed examination of Apple's manufacturing footprint and supply chain evolution in Asia.

   Discussed

   “There's a great book Apple in China that documents a lot of this to your point in terms of you know could we get that back in some ways there's no reason why we why we couldn't”

   David Sacks Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-Ch… 2025-09-30 Listen at 17:04

   Where to get it

   AmazonListen on Audible