The AI Race, Starship and Silicon Valley's Defense Bet

The AI Race, Starship and Silicon Valley's Defense Bet

July 20, 2026 · 44 min

About this episode

Ed Ludlow discusses the implications of Moonshot's Kimi K3 in the AI race, SpaceX's upcoming Starship test flight, and Andreessen Horowitz's new defense investment.

Bloomberg’s Ed Ludlow breaks down what Moonshot's Kimi K3 means for the race with OpenAI, Anthropic and the chipmakers powering it. Plus, SpaceX gears up for a second attempt at a Starship test flight later this week, and Andreessen Horowitz signs defense investor and military vet Connor Love to the firm's American Dynamism team. See omnystudio.com/listener for privacy information.

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Host: Ed Ludlow

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Organizations: Moonshot, OpenAI, Anthropic, SpaceX, Andreessen Horowitz, American Dynamism

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