China Is Winning the AI War and Nobody's Talking About It with Deirdre Bosa & Gene Munster
RiskReversal Pod
RiskReversal Media
4.7 • 836 Ratings
🗓️ 21 January 2026
⏱️ 64 minutes
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| 0:00.0 | When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives, |
| 0:07.2 | a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in |
| 0:14.0 | market forces impacting deal flow and find out how companies, investors are shifting their strategies |
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| 1:26.7 | All right, welcome back to OK Computer. I'm Dan Nathan Still. That is Dear Debrosa. She is the host of CDC's Tech Check D. Welcome back to the pod. We had a little bit of a break. I'm happy to be back. Yeah, it was nice, a nice long weekend. You had a couple great conversations on CBC's Tech Check over the last week, one with |
| 1:44.6 | Amjad Massad, he's the CEO of Replit, and you guys go through obviously what they are |
| 1:50.6 | meant to do with their coding assistant, but who they are disrupting. |
| 1:53.6 | And then you had Aaron Levy of Box, which is a little nice split screen, if you will, and |
| 1:59.7 | him talking about some of those companies that are being disrupted, don't count them out yet. So we'll have that conversation. Also, you know, a lot of talk back and forth, maybe just because it's Davos here and there, you know, but you have this kind of, you know, China AI versus USAI and you have some prominent, you know, AI leaders here in the U. the US saying, hey, listen, don't count the Chinese out. So we'll- And I have a theory on that. I'm excited to share. All right, I want to hear it all. All right, let's start with your conversation with Amjad, because you covered a lot of different topics and Replit might not be a company that a lot of folks who are in the public markets are that focused on. |
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