Davos 2026: The US-China AI Race, GPU Diplomacy, and Robots Walking the Streets | #225
Moonshots with Peter Diamandis
PHD Ventures
4.8 • 605 Ratings
🗓️ 27 January 2026
⏱️ 101 minutes
🧾️ Download transcript
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| 0:00.0 | A lot happening at Davos, a lot of conversations that are important for us to recount here. |
| 0:06.5 | In past years, it was dominated by politicians and economic policy, then it kind of moved to internet a little bit. |
| 0:12.4 | This year, all they are knocking on the door of these incredible capabilities, right? |
| 0:18.0 | The ability to build basically machines out of sand. |
| 0:21.6 | Maybe it would be good to have a bit of slightly slower pace than we're currently predicting |
| 0:25.6 | even my timelines so that we can get this right. |
| 0:28.6 | Should we slow down? What's the path humanity should take? |
| 0:31.6 | I think what's likely to happen post-AGI is... |
| 0:34.6 | Where do you see the US in China right now in the AI race? |
| 0:38.3 | I still think that the US is in the lead. I think that our models are better, our chips are better. |
| 0:42.3 | But they do have other advantages. There are spinning up power generation faster than we are. That's one area. |
| 0:48.3 | If you believe that energy is at the heart of it and is the core of the inner loop, China's going to go way ahead anyway. But I think the real differentiator in the race is going to be applicationally or |
| 0:59.6 | dominance, not frontier benchmarks. The problem is that you always need a bad guy in a movie. |
| 1:07.8 | Now that's a moonshot, ladies and gentlemen. |
| 1:14.3 | Welcome everybody to Moonshots. |
| 1:18.6 | Another episode of WTF here with DB2, AWG, and Saleem. |
| 1:22.6 | Saleem, I guess I have to use a second or, what's your middle initial, Salim? |
| 1:23.9 | I don't have one. |
| 1:25.1 | Oh, all right. You're killing. |
| 1:25.7 | S-I. |
| 1:26.9 | Okay. We're going to. You're killing. S.I. Okay. |
| 1:28.3 | Well, we're going to have to adopt one for you. |
... |
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