# Deep Dive: Did China Break the AI Trade Again?

Page: https://stenobird.com/podcast/the-rundown-6758831/deep-dive-did-china-break-the-ai-trade-again
Text version: https://stenobird.com/podcast/the-rundown-6758831/deep-dive-did-china-break-the-ai-trade-again.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-07-25T16:44:23+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Deep-Dive-Did-China-Break-the-AI-Trade-Again-e3mhoqu
Audio file: https://traffic.megaphone.fm/APO2507376759.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/deep-dive-did-china-break-the-ai-trade-again
Duration seconds: 1053

## Resource

In this weekend deep dive, Zaid breaks down Kimi K3, the new Chinese AI model that rattled tech stocks and revived fears that America’s AI lead is shrinking. Zaid explains why cheaper open-weight models could pressure companies like OpenAI and Anthropic, why this might be a good thing for Nvidia and the broader AI buildout, and what Washington should do as China closes the gap.

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## Transcript

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