# We Already Lost the Power Race to China. Now What?

Page: https://stenobird.com/podcast/future-commerce-570770/we-already-lost-the-power-race-to-china-now-what
Text version: https://stenobird.com/podcast/future-commerce-570770/we-already-lost-the-power-race-to-china-now-what.md
Podcast: [Future Commerce](https://stenobird.com/podcast/future-commerce-570770)
Published: 2026-04-22T11:00:00+00:00
Episode link: https://www.futurecommerce.com/podcasts/the-great-electricity-race
Audio file: https://dts.podtrac.com/redirect.mp3/afp-935226-injected.calisto.simplecastaudio.com/fed613f6-db08-4178-9009-bc6bae8658fc/episodes/faf5e629-22f4-414a-a29a-34d0b2838398/audio/128/default.mp3?aid=rss_feed&awCollectionId=fed613f6-db08-4178-9009-bc6bae8658fc&awEpisodeId=faf5e629-22f4-414a-a29a-34d0b2838398&feed=hQ2eLzNW
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JSON: https://stenobird.com/v1/public/podcasts/future-commerce-570770/episodes/we-already-lost-the-power-race-to-china-now-what
Duration seconds: 4038

## Resource

"There will be a lot fewer people employed doing existing work in not just insurance, but in all business." Phillip reports from the press pool at Semafor World Economy 2026, where 500 CEOs, a quarter of the US Senate, and 20 G20 finance ministers spent two days in Washington DC sketching out the next decade. Inside: why the AI race is really the electricity race (and why we may have already lost it to China), the $10 trillion and 250 gigawatts Meta says AGI will cost, Senator Mark Kelly on the new commercial space economy, Levi's 50% DTC milestone, Ralph Lauren's experience-economy flex, and why Balzac saw the "exterminator economy" coming 200 years ago. Plus: white smoke from Apple Park.

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## Transcript

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