# 301. Why the US won't stop China in the AI race

An episode of [The Rest Is Money](https://invisiblenetwork.ai/podcast/1703785141), 2 Aug 2026, 52 min.

Audio: https://pdst.fm/e/traffic.megaphone.fm/GLT9474387916.mp3

Are we in an AI bubble? Does it matter that Chinese AI firms are banned from using American chips? How big is the chance of an AI crash? Can an AI business survive without energy generation capabilities? Azeem Azhar – the founder of the leading research platform Exponential View – joins us to tell us about his report on the state of the AI economy. Plus, Robert and Steph find out what Azeem learnt about AI from a visit to a Chinese night club with the Moonshot gang. The Rest is Money is brought to you by Octopus Energy, Britain’s smart energy pioneer. This episode is brought to you by Accenture. https://Accenture.com/Spotify-UK Email: therestismoney@goalhanger.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney Advertise with us: Partnerships@goalhanger.com For more Goalhanger Podcasts, head to www.goalhanger.com Video Editor: Dylan Bonham Producer: Isabelle Bougeard Exec Producers: Chris Sawyer and Tom Whiter Learn more about your ad choices. Visit podcastchoices.com/adchoices

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