China Just Shocked The AI Race | Macro Mondays: July 20, 2026

China Just Shocked The AI Race | Macro Mondays: July 20, 2026

July 19, 2026 Β· 30 min

About this episode

Andreas Steno and Mikkel Rosenvold discuss the impact of Kimi AI's breakthrough on the AI investment landscape and the geopolitical tensions affecting energy markets.

Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all. πŸ”₯ Get 𝗙π—₯π—˜π—˜ π—”π—–π—–π—˜π—¦π—¦ to Real Vision https://rvtv.io/3YOZZUe Timestamps: 01:30 - Kimi AI Shock: Has China Taken the Lead? 02:28 - Kimi K3 vs ChatGPT and Claude: What ...

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