Moonshots with Peter Diamandis Davos 2026: The US-China AI Race, GPU Diplomacy, and Robots Walking the Streets | #225
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Jan 27, 2026 They recount Davos scenes with robots walking the streets and intense AI-focused security. Conversation turns to the global AI infrastructure build and GPU diplomacy shaping geopolitical power. Debates cover US versus China strategies, energy needs for massive compute, and the role of crypto and AI agents in future economies.
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AI Dominated Davos
- Davos 2026 was dominated by AI, signaling global leaders now prioritize AI policy and strategy.
- The shift from politics to AI marks a new era where AI defines the world economy and governance challenges.
Compute And Apps Will Drive Trillions
- Dario Amodei and Jensen Huang framed AI as a multi-trillion-dollar economic shift needing massive infrastructure.
- Compute and applications are the twin pillars: chips/factories and application-layer dominance matter most.
Benefits And Risks Are Tightly Coupled
- Leading researchers warned of grave risks alongside huge benefits like curing disease and exploring space.
- They advocated slowing pace for societal readiness, but agreed timelines (1–10 years) still demand urgent planning.
