Inside China AI
Gabrielle ChouOn-the-ground Chinese sources, from Shanghai.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | a year ago | Last Issue | 16 days ago |
| Active | |||||
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insidechinaai.substack.comLatest Issues
China’s AI Recap this month: Chinese models lose their price edge, AI chips run short, and Chinese brands compete faster with AI.
This monthly recap selects four developments from the last 30 days. Each one changes a decision that a company operating in China, or competing with Chinese companies, will have to take in the coming quarter. For each, we explain the trend...
Ant Group, from Permission to Agents - a Portrait.
Ant Group owns Alipay, the payment app Ant says has more than a billion users in China. Alibaba, the e-commerce group, holds about a third of Ant and does not control it. Ant’s AI agent is called Ah Bao. It launched on 16 June 2026 and it i...
Chinese AI Agents Do Not Fail on Intelligence. They Fail on Context.
What separates a useful agent from a useless one is the context it can reach: what it knows about the person asking, what it knows about the moment, and what the company on the other side is willing to expose. Model quality is roughly level...
China’s AI Agent Market Is Decided by Access to Services
In China, daily life runs through a handful of apps owned by a few companies. People order food, hail taxis, pay bills and renew official documents inside them. An AI agent, meaning an assistant that carries out tasks instead of only answer...
The Clever Move: Kuaishou
THE CLEVER MOVE Every month, Inside China AI takes one theme and shows how China is building AI differently. This month the company is Kuaishou, the short-video platform that became one of China’s largest retail channels without ever buildi...
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