China's latest AI breakthrough is sending a fresh shockwave through global markets. Chinese startup Moonshot AI unveiled Kimi K3, a model that is challenging the dominance of OpenAI and Anthropic on both performance and price, bringing the uncomfortable question of : could this be the beginning of a major repricing of the AI trade?
Watch the full episode to find out more!
Intro1:09 China’s Moonshot spells trouble for US tech, global markets
6:20 Chinese tech diverges positively
6:43 Geopolitical tensions don’t help soothing investor worries
8:28 What’s next?









