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Recode China AI

Tony Peng

China AI Spotlight: Your weekly guide to China's AI breakthroughs, trends, and stories.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues187SubscribersRead recodechinaai.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

😱AI Anxiety Is Spreading Among People in China

People in China are generally regarded as optimistic about AI. According to a KPMG survey across 47 countries, 69% of people in China said AI’s benefits outweighed its risks, compared to just 35% of Americans.

6 days ago
37
5

😮Alibaba Qwen's Lead Just Stepped Down. Is China's Open-Source Moment at Risk?

The day after Alibaba released a new series of Qwen3.5 small models that turned heads across the AI community, the man who led the effort announced he was leaving.

18 days ago
21
4

👀DeepSeek’s Next Move: What V4 Will Look Like

The post was originally written at ’s invitation and first published on here. I have updated and edited it to reflect the latest developments and research.

20 days ago
15
1

👍DeepSeek Didn't Show Up—GLM-5 and Qwen3.5 Did, and They Came to Win

Usually, the weeks between the New Year and Chinese New Year follow a familiar rhythm for Chinese companies—recap the past year, let employees rest, and quietly plan for the year ahead. The AI race doesn’t allow for that luxury anymore.

a month ago
17
1

Authors

The writers behind this newsletter.

  • Tony Peng

    I’m Tony Peng, ex-Baidu Global Head of Comms and a former AI reporter; a longtime AI observer with a keen focus on China’s AI development.

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