RiskReversal Pod China Is Winning the AI War and Nobody's Talking About It with Deirdre Bosa & Gene Munster
Jan 21, 2026
Join Deirdre Bosa, a tech journalist from CBC's Tech Check, and Gene Munster, Managing Partner at Deepwater Asset Management, as they delve into AI's rapid advancements. Deirdre shares her hands-on experiences with AI coding tools like Replit and Claude Cowork, highlighting their potential to disrupt traditional software development. They also explore the US-China AI rivalry and implications of geopolitical dynamics. Gene discusses investment trends for AI companies, emphasizing how inference technology may reshape the market and the future strategies of tech giants.
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Instant App Building With AI
- Deirdre Bosa tried Claude Cowork and Replit and built working apps within 15 minutes.
- She called it a 'chatGPT moment' for AI-first coding and found the tools intuitive and addictive.
Compute Costs Are The Hidden Constraint
- AI-first coding currently consumes enormous compute, raising cost and infrastructure questions.
- Companies and builders are racing to improve efficiency and novel hardware to lower those costs.
Geopolitics Shaping AI Race
- US and Chinese executives both posture about AI competition to influence regulators and access to hardware.
- 2026 may shift focus from model parity to hardware self-sufficiency as China builds its own chips and clusters.