# China Just Shocked The AI Race | Macro Mondays: July 20, 2026

Page: https://stenobird.com/podcast/macro-mondays-6431466/china-just-shocked-the-ai-race-macro-mondays-july-20-2026
Text version: https://stenobird.com/podcast/macro-mondays-6431466/china-just-shocked-the-ai-race-macro-mondays-july-20-2026.md
Podcast: [Macro Mondays](https://stenobird.com/podcast/macro-mondays-6431466)
Published: 2026-07-19T23:00:00+00:00
Episode link: https://www.buzzsprout.com/2206288/episodes/19520286-china-just-shocked-the-ai-race-macro-mondays-july-20-2026.mp3
Audio file: https://www.buzzsprout.com/2206288/episodes/19520286-china-just-shocked-the-ai-race-macro-mondays-july-20-2026.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-mondays-6431466/episodes/china-just-shocked-the-ai-race-macro-mondays-july-20-2026
Duration seconds: 1829

## Resource

Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 01:30 - Kimi AI Shock: Has China Taken the Lead? 02:28 - Kimi K3 vs ChatGPT and Claude: What ...

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## Transcript

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