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All-In with Chamath, Jason, Sacks & Friedberg

Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower

04 Nov 2025

29 min duration
5018 words
3 speakers
04 Nov 2025
Description

(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world's largest prediction market. https://www.polymarket.com/ Follow Tareq: https://x.com/TareqAmin_ Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

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Transcription

Chapter 1: Who is Tareq Amin and what is his vision for Saudi Arabia?

2.731 - 20.377 Tareq Amin

I believe connectivity is a human right. I felt that this is a great opportunity to really build and enable a country like Saudi Arabia that has an incredible potential and capability to really build a digital champion and a digital hub for the region. This is the first time I landed in a place where I feel I'm home.

0

21.939 - 27.507 Unknown

Ladies and gentlemen, please welcome Humane's Tarek Amin.

0

38.168 - 55.625 David Sacks

So I've been spending a lot more time in the Middle East, in the region. It's changing so dramatically year after year. And I'm going to be announced on the podcast two weeks ago. I'll be doing Foundry University in Riyadh on November 3rd, 4th, and 5th.

0

Chapter 2: How is Humain positioned in the AI landscape?

55.645 - 66.015 David Sacks

And I'm really excited to partner with such a dynamic country. Maybe you could fill us in on what's changed over the last five years in the region.

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66.063 - 88.813 Tareq Amin

Well, thank you very much. First of all, I must say it's the first time I did an event that's only 45 minutes away from my home. My flight from Riyadh obviously was 23 hours, but just to give you some context, I was born in Amman, Jordan before coming to the US to finish my studies and progress in my life and my career.

0

Chapter 3: What advantages does Saudi Arabia have in the AI race?

88.793 - 112.459 Tareq Amin

So I moved from Tokyo to Saudi Arabia, but this is the first time I ever worked in the region. And I didn't know what to expect. Sometimes it depends on your perspective on how you look at the world. I wanted to really discover and understand everything I used to hear massive opportunity of transformation and the diversification on the economy.

0

Chapter 4: How is Vision 2030 shaping the future of Saudi Arabia?

113.361 - 128.368 Tareq Amin

You know, my first observation is really started with discovery of how amazing the people were in terms of hospitality, welcomeness. I really felt like I'm back home. It felt very, very different feeling to me.

0

Chapter 5: What is the significance of Saudi Arabia's relationships with the US and China?

128.348 - 144.248 Tareq Amin

The second thing, the population is awfully young and hungry, and hungry for new things and new advancements. So, to me, it was really a pleasant surprise because what I was really worried about and what everybody keeps talking about

0

Chapter 6: What insights do experts have on the US-Saudi AI alliance?

144.228 - 168.497 Tareq Amin

Maybe Tarek have done great things in his life, talent and opportunity may be a big challenge in his new venture. And it was remarkable in every aspect, whether you look at the government side, in terms of society, the transformation, it has changed dramatically. It's really, really an area that I feel the opportunity is remarkable.

0

168.477 - 175.888 Tareq Amin

and the embracement of the society towards looking at the future in which digital and AI is fundamental to their transformation.

0

176.273 - 182.802 Unknown

Tarek, can you maybe explain what Humane is and how it came to be? Because it was sort of an evolution, right?

0

182.842 - 201.066 Tareq Amin

Yeah, I mean, for you to know, I'll tell you, we take things for granted in the US to a certain extent. Let's assume you're a startup here and you want to access compute. It's as simple as obviously going to a hyperscaler and within 30 seconds you're ready to go.

0

201.046 - 225.061 Tareq Amin

So this story is fascinating because my first discovery, let's say, in the role I was in at the time, I was hired to really run a subsidiary of Aramco, a new company that was intended to diversify out of its core business in which digital and AI was a really core component of it. One of the biggest surprises I had is lack of AI infrastructure.

225.642 - 249.162 Tareq Amin

I mean, I did not know that the ability for startups, companies to access AI infrastructure is a challenge. I mean, it took, look how large Aramco is, took them nine months from the process of purchase order, export control process, deployment, installation. That means we have hindered a company to really achieve its objectives by nine months.

249.382 - 269.079 Tareq Amin

So that was the first opportunity that I saw that we need to address in the country. I tell you this story because this is how the Humane story started. So I started meeting with several ministers in the country. I told them I see nothing but opportunity. I see something that the country could really do and participate at a global space.

269.26 - 289.177 Tareq Amin

I think we have an abundance of land, an abundance of power, amazing connectivity, and an opportunity to really participate in the digital infrastructure. So last year, during my birthday, I get a call and it was like really a strange number.

Chapter 7: How is the talent pool in Saudi Arabia evolving?

289.477 - 307.463 Tareq Amin

So I answered it says it was from the royal court and it said His Royal Highness wants to meet with you. I said, OK, what did I do? It was. So anyway, we all came in. I said, what's the topic? The topic was

0

307.443 - 337.23 Tareq Amin

uh ai brainstorming and uh this was the first time i had the opportunity to meet his royal highness and uh muhammad bin salman yeah and let me tell you it was not about brainstorming it was about really addressing what the country needs to do to accelerate to address some of the fragmentation that exists and the idea and the concept of humane is in order for us to really accelerate our development

0

337.21 - 365.057 Tareq Amin

Let us now bring public and private entity, combines and take AI investments, projects, initiatives, and put them under one umbrella company that is really focused on the entire AI total value chain. So honestly, in that meeting, I could tell you it took about 10 minutes to come to realization that the opportunity is massive, but we need to really unite the fragmented effort and put our energy

0

365.037 - 366.8 Tareq Amin

to address the basics.

0

366.94 - 370.806 Unknown

And you were given a pretty large balance sheet to do this with.

370.826 - 392.378 Tareq Amin

Yeah, I mean, look, I mean, to start with, as you know, building infrastructure is not necessarily a small task. So to do this and to participate and to make an impact, you need to be very well funded. So, you know, even though we call Humane as a startup, but it's actually a very well funded startup.

392.459 - 409.818 Tareq Amin

between our data center segment, our models team, applications, and also our ventures that we will soon have in the United States is a very well-funded company that I'm feeling really comfortable about the opportunities that we could capture between capital, people, talent, and the partnerships.

409.859 - 432.777 Unknown

So should we think about this as we live in a world, as you said, when you're back home here in the US, there's AWS, there's GCP, there's You know, Azure, it's just simple, straightforward, but the rest of the world, a little bit more complicated. Do you see Humane being that competitive alternative for the rest of the world? Is that how it starts or?

432.807 - 450.567 Tareq Amin

Well, I think look at it. In certain areas, we partner really well, and all of them are colleagues and friends. I mean, I've known the CEOs of these companies really well through my tenure in Japan and India. But I will tell you, I think many companies do not see the Middle East the way I see it today.

Chapter 8: What challenges and opportunities lie ahead for AI in Saudi Arabia?

539.732 - 564.347 Tareq Amin

It was not distilled of any open source tool. Well, for two reasons. I just wanted to see, I mean, A, let's venture into this to understand the depth and the capability of the organization. Second thing, when it comes to culture, language, and biases, I felt that it's important for us to really participate in this arena. So we launched in Saudi Arabia what we call Humane Chat.

0

564.427 - 578.086 Tareq Amin

I just wanted to see the reaction from the people that uses this model and the whole objective of it. Arabic first preference is the way we train this model, not English first preference. Sorry, just on that.

0

578.166 - 582.994 Unknown

You see huge differences in how the foundational models process and digest data?

0

583.234 - 602.382 Tareq Amin

I think for us, on any model that is used today, quality of data is always much better than, I think, just feeding it quantity of data. Our model today has a proprietary set of data in Arabic language that you cannot find on the public internet.

0

602.983 - 619.887 Tareq Amin

So we had a proprietary data set that was important and obviously within the Arabic language the government today uses all its correspondence, transactions, translations is in Arabic. So the preference of training first in Arabic is very different than you starting in English and then you add to it the Arabic components.

619.867 - 645.851 Tareq Amin

um so we built that we launched it it actually now became the number one uh app in the app store in in the country um it's really really an important thing for us and i'm going to be really specific that we didn't do this to say we're better than openai or we're better than x or rather than that It was important for us to train the team on understanding how to build the entire stack.

645.871 - 672.536 Tareq Amin

It's really, really critical. And I would tell you, there's nothing else I would do different than the last nine months in building this foundation model. We have great partnerships today with discussions with OpenAI, Anthropic. We use a lot for our AI coding tool. So I see this is not an option of use this or that. I think we are trying to formulate a strategy on the model.

673.116 - 695.335 Tareq Amin

But I will tell you where we differentiate, hugely differentiate. I think we have found the answer that I hear everybody talking about. I am a huge believer that AI is not into a bubble. And the reason I believe in this, I think we are one of the few companies that have found true value realization. And this is really a mind-blowing story.

695.686 - 713.61 Tareq Amin

When I took on the CEO role for Humane, so I had an option to say, how do you run a large enterprise? Do you run it the same old way where you have legacy systems in play? You have hundreds of IT tools that do the job for finance, legal, HR, cybersecurity, or you do something different.

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