AI Supremacy

AI Supremacy

Share this post

AI Supremacy
AI Supremacy
📖 Top 10 China's AI Stories in 2024: A Year-End Review
Copy link
Facebook
Email
Notes
More
Prospectus

📖 Top 10 China's AI Stories in 2024: A Year-End Review

Qwen, DeepSeek, 01.AI and others show China's paradigm of AI might make more progress in 2025 vs. the Western Cloud sponsored duopoly Labs OpenAI and Anthropic and even Meta, Google, etc...

Michael Spencer's avatar
Tony Peng's avatar
Michael Spencer
and
Tony Peng
Dec 28, 2024
∙ Paid
62

Share this post

AI Supremacy
AI Supremacy
📖 Top 10 China's AI Stories in 2024: A Year-End Review
Copy link
Facebook
Email
Notes
More
10
Share

One of the biggest macro trends in AI in 2024 for me was how well a couple of solutions out of China are positioning themselves as Open-source frontier model builders. Not just leaders, but actual pioneers. Let’s be frank and honest, DeepSeek-V3 really does seem to point to a new direction of China’s capabilities in Generative AI in 2025.

“DeepSeek (Chinese AI co) making it look easy today with an open weights release of a frontier-grade LLM trained on a joke of a budget (2048 GPUs for 2 months, $6M).” - Source.

Andrej Karpathy

How could a Quant fund turned Open-source model pioneer change the narrative so much near the end of 2024? CEO Liang Wenfeng’s main venture was High-Flyer (幻方), but today it’s a new paradigm for China’s AI community. The Western media keeps underplaying the capabilities of Chinese Gen AI startups, but for how much longer can they keep doing that?

DeepSeek has the sort of level of transparency you might have hoped from OpenAI years ago, that by the way never materialized. Meanwhile Microsoft and OpenAI decided on a commercial number of when AGI was “achieved”. The two companies signed an agreement in 2023 that defined AGI as a system that can generate $100 billion in profits, The Information reported. While I’m not a huge fan of how product-centric OpenAI and Anthropic now have to perform, innovation does not belong to any single country or region.

I asked

Tony Peng
(Tony Peng) of Recode China AI for his take on China’s mounting contributions to AI and LLMs in 2024 as a round-up of the biggest stories.

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

This Week in AI Trendline

2 minutes 17 seconds

1×
0:00
-2:17
Audio playback is not supported on your browser. Please upgrade.

DeepSeek-V3 Benchmarks

Image

Last week, my mom, 58, won a local dancing competition and was asked to give an award speech. Normally, this kind of task would fall on me – just as many others do. But this time, she told me she’d figured it out using an AI app. “The AI wrote it better than you ever could,” she said, implying that she might not need my help anymore.

In 2024, keeping up with AI’s rapid development in China has been a challenge. There are endless stories to tell – from frontier models to real-world applications. Every company is eager to sprinkle a bit of AI magic into its narrative.

Get Access for less than $2 a Week

  • Follow Recode China AI for the full story on Monday.

There are a lot of Washington DC eyes on China and its news cycle, but few cover its technology and AI community well. Of these Tony Peng is easily among my favorite and those I recommend to my serious readers. The rate of updates that are far more economical of Qwen and DeepSeek alone are showing technical brilliance in China.

Selections from Recode China AI

  • 🌪️ Kai-Fu Lee on U.S. AGI Hegemony

  • 🌪️ Sora vs. Chinese Video Generators

  • 💡 Will DoT Replace CoT, ByteDance Enters AI Video War

  • 🤖China's Humanoid Robots, Former Huawei Genius‘ Needle-Threading Robot

  • 📽️ Zhipu AI’s ‘Her’ Chatbot

Tony’s background as an AI reporter for Synced really shines brightly on the ecosystem. As Global Head of Communications at Baidu his clarity of expression and powers of synthesis makes reading his work tremendously easy. The Recode China AI blog reflects his personal opinions, it obviously should be noted that it does not represent the views of Baidu. But as a China tech nerd suffice to say I hold Tony’s opinion in high regard.

Image
  • This deep dive is made available to premium readers.

Keep reading with a 7-day free trial

Subscribe to AI Supremacy to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
A guest post by
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.
Subscribe to Tony
© 2025 Michael Spencer
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More