Recode China AI

💻Kimi K2: Smarter Than DeepSeek, Cheaper Than Claude

Kimi K2 may be the first agentic model that China’s agent developers have been waiting for.

Jul 16 • 

Tony Peng

10

🚘As Tesla Enters the Robotaxi Race, Chinese Firms Pull Ahead Globally

Tesla’s flashy robotaxi debut in Austin barely raised eyebrows among Chinese autonomous driving firms already miles ahead.

Jul 7 • 

Tony Peng

11

June 2025

🤯Business Model is the Best Model

The translation of a three-hour interview with Yin Qi, founder of Megvii—one of China’s last-generation four AI dragons—reveals how his company failed…

Jun 24 • 

Tony Peng

8

♾How Huawei Trains DeepSeek-R1-Class LLMs Using Its Own Ascend Chips

Pangu Ultra MoE is an AI model featuring 718 billion parameters trained with over 6,000 Ascend NPUs.

Jun 17 • 

Tony Peng

13

👀TikTok’s Parent ByteDance Quietly Builds Its AI Empire

AI is a battle that the TikTok's parent company can not afford to lose.

Jun 3 • 

Tony Peng

27

3

April 2025

👀DeepSeek Reveals New Training Method Ahead of DeepSeek-R2 Release

DeepSeek and Tsinghua University researchers introduce Self-Principled Critique Tuning, a method for training reward models that may guide DeepSeek-R2…

Apr 7 • 

Tony Peng

18

March 2025

👀China’s AI Looks Vibrant, but It’s Fundamentally Chaotic, Scientist Warns

Song-Chun Zhu (朱松纯), a prominent Chinese computer scientist, warns that China’s current AI narrative has “cognitive bias” at the 2025 ZGC Forum in…

Mar 31 • 

Tony Peng

24

7

💻Is Manus the 'DeepSeek Moment' for AI Agents or Just a Claude Wrapper?

Chinese AI startup Monica.im releases its AI agent Manus that claims to rival OpenAI's ChatGPT Operator and Anthropic's Computer Use.

Mar 10 • 

Tony Peng

24

1

February 2025

🐳China's ChatGPT Moment: How DeepSeek Rewrites the Rules in 30 Days

A 20-month-old AI startup's breakthrough model captures global attention, amasses 100 million downloads, and forces China's tech giants to rethink their…

Feb 27 • 

Tony Peng

14

🍎Apple Partners with Alibaba, Baidu on AI, ERNIE 4.5 Goes Open Source, and 1B LLM Beats 405B in Math

Apple’s China-version AI features—Apple Intelligence—just got some intriguing updates. Its partners include Alibaba and Baidu.

Feb 16 • 

Tony Peng

9

🫢RedNote Investor on DeepSeek: The Next Android of the AI Era

Allen Zhu Xiaohu, an outspoken Chinese VC known for his investments in RedNote and Didi Chuxing, said DeepSeek has almost convinced him to believe in…

Feb 9 • 

Tony Peng

12

3

🤔Inside the OpenAI-DeepSeek Distillation Saga & Alibaba’s Most Powerful AI Model Qwen2.5-Max

I will discuss the controversy surrounding DeepSeek's potential use of OpenAI outputs for training and introduce Alibaba's latest Qwen2.5-Max LLM.

Feb 2 • 

Tony Peng

9