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US-China AI Cold War and open-source model strategy

Discussed in 1 analyzed podcast episode across 1 show

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Episodes

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 GPU compute forward curves and futures markets Agentic payments infrastructure and financial rails for AI agents Physical robotics and home automation commercialization American Dynamism venture investing in defense and manufacturing