For years, the US has dominated the AI frontier, but the landscape is rapidly shifting. China is now pushing a global “open source” AI strategy, promising powerful models like Kimi K3 at a fraction of the cost. But what are the hidden risks of running your enterprise data through foreign infrastructure?

Chapter Markers
[00:00:00] Welcome Back & The Geopolitics of AI
[00:03:10] China’s “Open Source” AI Strategy
[00:10:00] The Hidden Risks of Free AI
[00:15:30] The Commoditization of AI Models
[00:23:45] Regulatory Risks & The Fable 5 Shutdown
[00:26:15] Compute as the New Strategic Resource
[00:34:40] AI IPOs and Market Volatility
[00:39:45] Final Thoughts & Business Strategy

Resources
AI The Podcast Official Website
David Maples’ Website
Virginia Huling’s Website
The Buck Stops Here Podcast

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