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TBPN · Jul 20, 2026

The AI Cold War, Odyssey Rips, Tyler Cowen Joins | Danny Yeung, Connor Love, Kahlil Lalji, Tarek Mansour, Tony Zhao

Kimi K3 open-source model release and geopolitical implications US-China AI Cold War and open-source model strategy GPU compute forward curves and futures markets Agentic payments infrastructure and financial rails for AI agents Physical robotics and home automation commercialization