Chamath Is Back In The Arena
Aug 19, 2025•21 min
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Episode description
Masa Son is investing $2B into Intel, and the Uncle Sam might join in as well. Small AI models continue to have a moment. Chamath is reentering the arena with a new SPAC. The Texas AG is investigating AI chatbots. And does GPT-5 prove that we’ve hit an AI ceiling, even if only temporarily?
Links:
- Intel is getting a $2 billion investment from SoftBank (CNBC)
- Nvidia releases a new small, open model Nemotron-Nano-9B-v2 with toggle on/off reasoning (VentureBeat)
- ‘SPAC King’ Chamath Palihapitiya is back with a new one (Pitchbook)
- Texas attorney general accuses Meta, Character.AI of misleading kids with mental health claims (TechCrunch)
- Is AI hitting a wall? (FT)
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