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RiskReversal Pod

China Is Winning the AI War and Nobody's Talking About It with Deirdre Bosa & Gene Munster

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7836 Ratings

🗓️ 21 January 2026

⏱️ 64 minutes

🧾️ Download transcript

Summary

Dan Nathan and Deirdre Bosa discuss recent advancements in AI-driven coding tools like Replit and Claude Cowork, sharing personal experiences and their potential to disrupt traditional software development. They elaborate on conversations with Amjad Masad of Replit and Aaron Levie of Box about the future of AI in software. The discussion also touches on the US-China AI rivalry, with CEOs from major tech companies urging policy support to compete with China's subsidized AI ecosystem. The conversation highlights concerns over software disruption, the impact of AI on the software market, and geopolitical implications for AI innovation. After the break, Dan chats with Gene Munster, Managing Partner at Deepwater Asset Management, discuss the current state and future trends in AI-related investments as of 2026. Gene shares his perspectives on the AI market’s evolution over recent years, particularly focusing on key players like Nvidia and the dynamics around training versus inference. They talk about the impact of recent developments in coding assistants like Claude from Anthropic and its implications for the technology sector. The conversation also covers the valuation and growth prospects of major tech firms including Google, Apple, Microsoft, Amazon, and Meta, highlighting their individual strategies and market performance. The dialogue underscores a cautious optimism in the AI sector, with a focus on how technological advancements and market sentiment will influence investment decisions. Links Watch Dee's Convo with Replit's CEO: https://www.youtube.com/watch?v=GOa3SfkQ0vE Watch Dee's Convo with the CEO of Box: https://www.cnbc.com/video/2024/11/12/box-ceo-trumps-deregulation-could-spark-a-tech-supercycle.html —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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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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