In this episode of The Negotiation podcast, host Todd Embley is joined by Rui Ma, a distinguished expert with nearly two decades of experience working in technology and finance in the U.S. and China. Rui provides deep insights into the current landscape of AI, focusing particularly on the competitive dynamics between the U.S. and China. She discusses how geopolitical tensions and export controls have impacted China’s AI industry and highlights the resilience and adaptability of Chinese AI firms.

Rui shares detailed perspectives on the state of open-source collaboration in China’s AI ecosystem compared to the U.S., and explains the significance of emerging players such as DeepSeek. Additionally, she explores the latest AI advancements from major tech giants like Ant Group and Baidu, as well as the rise of innovative startups like Manus. The conversation also touches on practical AI applications within China, guided by Alibaba’s strategy of reducing costs and maximizing use cases. Rui concludes with her thoughts on the future of AI in China, offering an insightful outlook on opportunities and challenges ahead.

Listeners should stay tuned for Part 2, where Rui will discuss additional key trends shaping the broader tech landscape in China.