嘉宾简介：

Tony Tong 现任美国科罗拉多大学博尔德分校利兹商学院（Leeds School of Business, University of Colorado Boulder）战略与创业学教授，并担任商业设计与创新古根海姆讲席教授（Guggenheim Endowed Chair of Business Design and Innovation）。他目前担任战略、创业与运营系（Strategy, Entrepreneurship, and Operations Department）系主任，此前曾任学院负责教师与科研事务的资深副院长。他的研究聚焦于企业战略、创新管理与国际商务，相关成果在这些领域的顶级学术期刊上广泛发表。Tony Tong教授曾作为课题负责人主持多项由美国国家科学基金会（U.S. National Science Foundation）资助的研究项目，并在多个政府资助项目中引导成果的商业化落地。

在更广泛的学术界服务方面，他现任美国运筹学与管理科学学会（INFORMS）战略科学分会（Strategy Science Section）副主席，并曾任战略管理学会（Strategic Management Society）公司战略分会的主席。他曾多次荣获科罗拉多大学、普渡大学（Purdue University）以及长江商学院（Cheung Kong Graduate School of Business）颁发的教学奖项，以表彰他在 MBA 与博士教育方面的贡献。

在学术界之外，他曾联合创办一家高科技初创企业，并主导了多项大学的科技成果转化项目。他还是《价值圈：VUCA 世界中的战略》（Value Circles: Strategy in a VUCA World）一书的合著者。

讲座简介：

Firms in the Global South often depend on a small set of Global North incumbents for critical upstream technologies. How can they sustain innovation when access to these inputs is restricted not by any single partner, but by an across-the-board supply constraint? To answer this question, we develop the concept of dependence reconfiguration, arguing that constrained firms can redirect exchange relationships away from concentrated upstream suppliers toward distributed downstream users and developers. Using the October 2022 U.S. export controls on advanced semiconductors as a quasi-natural experiment, we show that affected Chinese AI firms increased their release of open source projects under permissive licenses, as well as their use of external developers in gatekeeping the projects; these governance changes in turn facilitate greater adoption of, and contributions to, these projects by downstream users and developers around the world. Our paper contributes by theorizing and showing how Global South firms sustain innovation under technological restrictions through a strategy of dependence configuration in the form of open source innovation.