America already lost one AI race | TWiAI Ep 23

2026-07-23 · 61 min · episode 23 · 31 entities

episode page audio

Asserted relationships

→ references twistartups.substack.com website

0.77

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://twistartups.substack.com/
→ references @Calacanis website

0.77

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://substack.com/@calacanis
→ references Brian Armstrong person

0.77

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://x.com/brian_armstrong/status/2070670644577280109
→ hosted by Jason Calacanis person

0.55

evidence rules-v5
Feed author/publisher: Jason Calacanis
→ discusses Technology company

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evidence rules-v5
Feed category: Technology
→ references ThisWeekIn website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://youtube.com/thisweekin
→ references @Thisweekinstartups website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://tiktok.com/@thisweekinstartups
→ references Artificial Intelligence: A Modern Approach book

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://databricks.com/product/artificial-intelligence/unity-ai-gateway
→ references partners.launch.co company

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evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://partners.launch.co/
→ references Ai Us China Open Source Kimi website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://axios.com/2026/07/20/ai-us-china-open-source-kimi
→ references Security Incident July person

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evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://huggingface.co/blog/security-incident-july-2026
→ references ticker.thisweekinstartups.com website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://ticker.thisweekinstartups.com/
→ references patronus.ai website

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evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://patronus.ai/
→ references Vibe Coding Academy person

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evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://skool.com/vibe-coding-academy/about
→ references Router website

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evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://ramp.com/router

Entities found in this episode

websites 16

mentioned twistartups.substack.com website

0.90

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://twistartups.substack.com/
mentioned @Calacanis website

0.90

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://substack.com/@calacanis
references twistartups.substack.com website

0.77

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://twistartups.substack.com/
references @Calacanis website

0.77

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://substack.com/@calacanis
mentioned ThisWeekIn website

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://youtube.com/thisweekin
mentioned @Thisweekinstartups website

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://tiktok.com/@thisweekinstartups
mentioned Ai Us China Open Source Kimi website

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://axios.com/2026/07/20/ai-us-china-open-source-kimi
mentioned ticker.thisweekinstartups.com website

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://ticker.thisweekinstartups.com/
mentioned patronus.ai website

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://patronus.ai/
mentioned Router website

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://ramp.com/router
references ThisWeekIn website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://youtube.com/thisweekin
references @Thisweekinstartups website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://tiktok.com/@thisweekinstartups
references Ai Us China Open Source Kimi website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://axios.com/2026/07/20/ai-us-china-open-source-kimi
references ticker.thisweekinstartups.com website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://ticker.thisweekinstartups.com/
references patronus.ai website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://patronus.ai/
references Router website

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://ramp.com/router

persons 8

mentioned Brian Armstrong person

0.90

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://x.com/brian_armstrong/status/2070670644577280109
references Brian Armstrong person

0.77

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://x.com/brian_armstrong/status/2070670644577280109
mentioned Jason Calacanis person

0.70

evidence rules-v5
Feed author/publisher: Jason Calacanis
hosted by Jason Calacanis person

0.55

evidence rules-v5
Feed author/publisher: Jason Calacanis
mentioned Security Incident July person

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://huggingface.co/blog/security-incident-july-2026
mentioned Vibe Coding Academy person

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://skool.com/vibe-coding-academy/about
references Security Incident July person

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://huggingface.co/blog/security-incident-july-2026
references Vibe Coding Academy person

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://skool.com/vibe-coding-academy/about

companys 4

mentioned Technology company

0.50

evidence rules-v5
Feed category: Technology
mentioned partners.launch.co company

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://partners.launch.co/
discusses Technology company

0.40

evidence rules-v5
Feed category: Technology
references partners.launch.co company

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://partners.launch.co/

books 2

mentioned Artificial Intelligence: A Modern Approach book

0.45

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://databricks.com/product/artificial-intelligence/unity-ai-gateway
references Artificial Intelligence: A Modern Approach book

0.38

evidence rules-v5
Link in episode "America already lost one AI race | TWiAI Ep 23": https://databricks.com/product/artificial-intelligence/unity-ai-gateway

concepts 1

mentioned TWiAI Ep 23 concept

0.42

evidence rules-v5
America already lost one AI race | TWiAI Ep 23

Episode description as stored

This Week In Startups is made possible by: PAYPAL OPEN Today’s show: This week, our panel of AI experts — Anand Kannappan (Patronus AI), Ori Goshen (AI21 Labs), and Alex Finn (Henry Intelligent Machines) — join special guest host Lon Harris to debate whether Washington will move to formally limit powerful foreign AI models like Moonshot’s Kimi K3 and Z.ai ’s GLM-5.2. What does “winning the AI race” actually mean on a practical level? Why is cybersecurity, not benchmarks, likely the actual battleground. And why did Hugging Face have to use GLM-5.2 to investigate their recent breach rather than a frontier US model like Fable 5? PLUS why agents still fail so much on long horizon tasks, why proper model routing has such a HUGE impact on enterprise AI bills, and we take a look at Alex’s hacked digital typewriter he uses to code without distractions. Guests: Anand Kannappan on X: https://x.com/anandnk24 Patronus AI: https://www.patronus.ai/ Ori Goshen on X: https://x.com/origoshen AI21: https://www.ai21.com/ Alex Finn on X: https://x.com/AlexFinn Alex’s Vibe Coding Academy: https://www.skool.com/vibe-coding-academy/about Relevant Links: Axios: “The Secret Trump Administration Battle to Fight Chinese AI”: https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi Chamath post on US AI options: https://x.com/chamath/status/2079457219892871458?s=20 Brian Armstrong post on spend vs. token usage: https://x.com/brian_armstrong/status/2070670644577280109 Hugging Face: Security incident disclosure: https://huggingface.co/blog/security-incident-july-2026 VentureBeat Hugging Face coverage: https://venturebeat.com/security/safety-guardrails-blocked-hugging-faces-defenders-not-the-attacker-when-an-ai-agent-breached-its-systems David Sacks post on cyber guardrails: https://x.com/DavidSacks/status/2078984980588531855 Databricks Unity AI Gateway: https://www.databricks.com/product/artificial-intelligence/unity-ai-gateway Ramp’s Router: https://ramp.com/router/ Timestamps: 0:00 Will the US limit foreign open source models? 5:40 Are the American frontier AI labs in danger of bankruptcy? 7:15 The risks of over-regulating AI 10:20 What does it mean to win the AI race? 17:08 Is self-hosting agentic Chinese models safe? 20:08 Why agents still fail when models are so smart 25:28 Simulating the digital world for agents 36:51 Why picking the right model for the task is so hard 46:29 Alex is developing "ambient intelligence" 52:35 What we know about the Hugging Face breach 53:46 Are safety guardrails kneecapping our best models? Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe , Steve Huffman , Brian Chesky , Bob Moesta, Aaron Levie , Sophia Amoruso , Reid Hoffman , Frank Slootman , Billy McFarland Check out Jason’s suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com