Join hosts Chris Baker (Hong Kong) and Renee Hartman (Portugal) on this week’s episode of Commerce Beyond Borders as they sit down with Dan Wong, AI Forum Director at the Conference Board, professor, and tech innovation veteran.

Fresh off the buzz around China’s DeepSeek—a groundbreaking AI model challenging Western counterparts with its cost-efficiency and open-source approach—Dan unpacks China’s rapid rise in the AI ecosystem. From his early days running an AI startup in Hangzhou in 2014 to navigating today’s geopolitical tensions, Dan shares firsthand insights into:

• The inflection point in AI: How China’s constraints (like U.S. chip bans) fueled innovation.

• DeepSeek’s disruption: Why smaller, cheaper models could redefine global AI adoption.

• East vs. West: Contrasting development philosophies—scaling laws vs. pragmatic ingenuity.

• Open-source vs. closed-source: What DeepSeek’s strategy signals for the future of AI collaboration.

• Global implications: How businesses can navigate AI’s exponential growth amid geopolitical friction.

Whether you’re a tech leader, investor, or simply curious about AI’s next chapter, this episode offers a rare lens into China’s tech ecosystem and its ripple effects worldwide.

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In this episode of Commerce Beyond Borders, hosts Chris Baker and Renee Hartman are joined by Tu Le, founder of Sino Auto Insights, to unpack why China’s electric vehicle (EV) industry has become a major source of anxiety for traditional automotive powerhouses like Germany and Detroit.

The conversation delves into how China’s rapid ascent in the EV market—driven by companies like BYD, NIO, and XPeng—has disrupted the global automotive landscape. Tu explains how Chinese automakers have leveraged government support, technological innovation, and a hyper-competitive domestic market to produce high-quality, affordable EVs that are now challenging established brands worldwide.

Key topics include the historical evolution of China’s auto industry, the role of Tesla in catalyzing China’s EV boom, and the strategic advantages Chinese companies hold in battery technology and software integration. Tu also highlights the challenges legacy automakers face, from organizational inertia to the shift toward digital-first, customer-centric business models.

The discussion goes beyond China’s borders, exploring how Chinese EVs are making inroads into Europe and other global markets, and what this means for the future of automotive manufacturing and trade. For anyone interested in the seismic shifts reshaping the auto industry, this episode offers a clear-eyed look at why China’s EV revolution is a wake-up call for the rest of the world.

In this episode of Commerce Beyond Borders, hosts Renee Hartman and Chris Baker are joined by Carl Boutet, a seasoned expert in retail technology, digital media, and AI. Carl, a faculty lecturer at McGill University and author of Blind Spots, shares his insights on the global acceleration of AI and its impact on retail. He discusses how the pandemic forced rapid digital transformation, citing examples like Best Buy's swift implementation of click-and-collect services. Carl emphasizes the importance of balancing digital innovation with human connection, arguing that while AI is now a "hygiene factor" in business, differentiation will come from empathy and purpose. He also explores the uneven distribution of retail technology adoption globally, highlighting how regions like Asia are leading in certain areas, such as social commerce and live shopping. Carl advises retailers to focus on anticipation and differentiation, leveraging AI for operational efficiency while maintaining a human-centric approach to customer engagement. The conversation concludes with Carl's thoughts on the future of retail, including the potential of contextual commerce and the need for curiosity in exploring emerging markets. Tune in for a deep dive into the evolving landscape of retail technology and AI.

In this episode of Commerce Beyond Borders, William Bao Bean, Managing General Partner of Orbit Startups, shares deep insights from his 28-year journey investing in emerging markets. Orbit Startups focuses on technology-driven impact across Southeast Asia, South Asia, the Middle East, and Latin America.

Bao Bean challenges conventional thinking about emerging markets, emphasizing that success comes not from simply copying developed market models, but through careful localization and data-driven experimentation.

The discussion covers crucial topics including:

• The importance of measured cross-border expansion
• Why traditional digital marketing models often fail in emerging markets
• Innovative approaches to e-commerce and creator economies
• The impact of AI on different economic segments

In this episode of Commerce Beyond Borders, host Renee Hartman and Chris Baker sit down with Matthew Jung, global president of Jack Wolfskin and Topgolf Callaway Brands. Matthew shares his extensive experience navigating retail and marketing across Asia and Europe, offering unique insights into cultural transformation, brand storytelling, and the evolution of consumer experiences. The conversation explores innovation in digital commerce, sustainability, and the critical importance of understanding local markets and consumer behaviors.