ChinAI Newsletter

Hosted by Jeffrey Ding

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145

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Oct 2026

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EN-GB

About the show

Narrations of the ChinAI Newsletter by Jeffrey Ding. China is becoming an indispensable part of the global AI landscape. Alongside the rise of China’s AI capabilities, a surge of Chinese writing and scholarship on AI-related topics is shedding light on a range of fascinating topics, including: China’s grand strategy for advanced technology like AI, the characteristics of key Chinese AI actors (e.g. companies and individual thinkers), and the ethical implications of AI development. While traditional media and China specialists can provide important insights on these questions through on-the-ground reporting and extensive background knowledge, ChinAI takes a different approach: it bets on the proposition that for many of these issues, the people with the most knowledge and insight are Chinese people themselves who are sharing their insights in Chinese. Through translating articles and documents from government departments, think tanks, traditional media, and newer forms of “self-media,” etc., ChinAI provides a unique look into the intersection between a country that is changing the world and a technology that is doing the same.

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October 12, 20266 min

“ChinAI #377: American Data Center Hegemony - the Center-Satellite Structure” by Jeffrey Ding

Featured links<ul><li><a href="https://docs.google.com/document/d/1No4qwYMQkQtpEUt5tYlUwqZxtGFKg8jYP5tSmtarZDg/edit?usp=sharing" target="_blank" rel="noreferrer">In the US-China AI race, the deciding factor isn’t compute, it’s another thing</a></li><li><a href="https://www.newsweek.com/china-is-winning-the-ai-race-trump-wont-run-12528874" target="_blank" rel="noreferrer">Newsweek</a></li><li><a href="https://inferentialgap.substack.com/p/can-china-close-the-high-end-ai-data" target="_blank" rel="noreferrer">Can China close the high-end AI data gap?</a></li><li><a href="https://saif.org/research/private-sector-cooperation/" target="_blank" rel="noreferrer">Models for International Private Sector Cooperation on Frontier AI Safety</a></li><li><a href="https://www.newyorker.com/news/the-lede/there-is-no-ai-race" target="_blank" rel="noreferrer">There Is No A.I. “Race”</a></li><li><a href="https://x.com/EleanorOlcott/status/2108004856686575744" target="_blank" rel="noreferrer">China races to build data centres in bid for AI supremacy</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> --- First published: October 12th, 2026 Source: <a href="https://chinai.substack.com/p/chinai-377-us-dominance-of-the-center?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-377-us-dominance-of-the-center</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>.

October 5, 20266 min

“ChinAI #376: Around the Horn (27th episode)” by Jeffrey Ding

Featured links<ul><li><a href="https://chinai.substack.com/p/chinai-365-around-the-horn-26th-episode" target="_blank" rel="noreferrer">ChinAI #365</a></li><li><a href="https://i.ifeng.com/c/8wrmVQRRBwY" target="_blank" rel="noreferrer">My “Tier-5” hometown became a Token Capital</a></li><li><a href="https://mp.weixin.qq.com/s/U26n44pdNPbRFZA6eWDYVA" target="_blank" rel="noreferrer">Using AI for National Day travel: the first wave of users feel let down</a></li><li><a href="https://mp.weixin.qq.com/s/8YV5mDAqpEdeJy6ggD_qUg" target="_blank" rel="noreferrer">Why do Kimi and DeepSeek appear in the same model configuration?</a></li><li><a href="https://mp.weixin.qq.com/s/DaoySGpX1iunm44DFWWneA" target="_blank" rel="noreferrer">BAT giants redo AI pre-training to fix the “Dirty Data” pitfall</a></li><li><a href="https://mp.weixin.qq.com/s/5NWVUZA6GZnaAh-NXpnazA" target="_blank" rel="noreferrer">Alibaba DAMO Academy’s Medical AI, piecing together a decades-long picture</a></li><li><a href="https://mp.weixin.qq.com/s/finDwlosNkRSSstuKlwQbg" target="_blank" rel="noreferrer">Jev Dethroned: Chinese open-source decision model StartLux takes top spot</a></li><li><a href="https://mp.weixin.qq.com/s/e-rihfNStS5aDCMKKqhg_Q" target="_blank" rel="noreferrer">Research Report on Development of the Token Economy (2026)</a></li><li><a href="https://mp.weixin.qq.com/s/cwlSRFJW1fIJHHoDGfnW-w" target="_blank" rel="noreferrer">In the US-China AI race, the deciding factor isn’t compute, it’s another thing</a></li><li><a href="https://mp.weixin.qq.com/s/OwNuRA460BoYfWekWpJDmg" target="_blank" rel="noreferrer">What happens when AI employees join the workforce?</a></li><li><a href="https://mp.weixin.qq.com/s/FXaXs1vFXy3sG8d11TxmSQ?poc_token=HKa_wmqjU_PRfHmzpy6vKp9Qy_Pvkw8fw_61Tb_a" target="_blank" rel="noreferrer">Ban on AI-Human “Romantic Relationships”: New rules on minors’ internet use to tighten controls on virtual companions</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> --- First published: October 5th, 2026 Source: <a href="https://chinai.substack.com/p/chinai-376-around-the-horn-27th-episode?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-376-around-the-horn-27th-episode</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>. ---<div style="max-width: 100%";>Images from the article:<a href="https://substackcdn.com/image/fetch/$s_!Vckw!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F634c73fc-853b-4e16-a7a4-d8a58c45cc2f_358x197.jpeg" target="_blank"><img src="https://substackcdn.com/image/fetch/$s_!Vckw!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F634c73fc-853b-4e16-a7a4-d8a58c45cc2f_358x197.jpeg" alt=""Around the Horn" ESPN logo on blue background." style="max-width: 100%;" /></a>Apple Podcasts and Spotify do not show images in the episode description. Try <a href="https://pocketcasts.com/" target="_blank" rel="noreferrer">Pocket Casts</a>, or another podcast app.</div>

September 21, 202612 min

“ChinAI #375: Critiquing Anthropic’s Variant of Pacing the Frontier” by Jeffrey Ding

Featured links<ul><li><a href="https://darioamodei.com/post/we-must-pace-the-frontier" target="_blank" rel="noreferrer">We Must Pace the Frontier</a></li><li><a href="http://Anthropic’s Dogma on US-China AI Competition" target="_blank" rel="noreferrer">Anthropic’s Dogma on US-China AI Competition</a></li><li><a href="https://www.amazon.com/Technology-Rise-Great-Powers-International/dp/0691260346/ref=tmm_pap_swatch_0" target="_blank" rel="noreferrer">Technology and the Rise of Great Powers</a></li><li><a href="https://hsph.harvard.edu/news/malaria-deaths-reason-for-hope/" target="_blank" rel="noreferrer">600,000 people</a></li><li><a href="https://chinai.substack.com/p/chinai-280-sour-or-sweet-grapes-the?utm_source=publication-search" target="_blank" rel="noreferrer">ChinAI #280</a></li><li><a href="https://www.tandfonline.com/doi/full/10.1080/09692290.2026.2619518#d1e163" target="_blank" rel="noreferrer">Review of International Political Economy</a></li><li><a href="https://forum.effectivealtruism.org/posts/53Gc35vDLK2u5nBxP/anthropic-is-not-being-consistently-candid-about-their" target="_blank" rel="noreferrer">EA-entangled</a></li><li><a href="https://www.bbc.com/worklife/article/20231009-ftxs-sam-bankman-fried-believed-in-effective-altruism-what-is-it" target="_blank" rel="noreferrer">Sam Bankman-Fried</a></li><li><a href="https://www.biblegateway.com/passage/?search=Luke%2015&version=NIV" target="_blank" rel="noreferrer">This man welcomes sinners and eats with them</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> The original text contained 2 footnotes which were omitted from this narration. --- First published: September 21st, 2026 Source: <a href="https://chinai.substack.com/p/chinai-375-critiquing-anthropics?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-375-critiquing-anthropics</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>. ---<div style="max-width: 100%";>Images from the article:<a href="https://substackcdn.com/image/fetch/$s_!Uw53!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d9a5318-b06a-4bd9-892b-4476da8f8a33_1154x474.png" target="_blank"><img src="https://substackcdn.com/image/fetch/$s_!Uw53!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1d9a5318-b06a-4bd9-892b-4476da8f8a33_1154x474.png" alt="Book text discussing AI, nanotechnology, and Philip J. Bond's 2003 speech." style="max-width: 100%;" /></a><hr style="margin-top: 24px; margin-bottom: 24px;" /><a href="https://substackcdn.com/image/fetch/$s_!VeDI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ca1574a-ed7c-4c9c-b212-31910d4c1d91_661x680.jpeg" target="_blank"><img src="https://substackcdn.com/image/fetch/$s_!VeDI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ca1574a-ed7c-4c9c-b212-31910d4c1d91_661x680.jpeg" alt="Academic text about TOBOS project and US-Russian nuclear collaboration." style="max-width: 100%;" /></a>Apple Podcasts and Spotify do not show images in the episode description. Try <a href="https://pocketcasts.com/" target="_blank" rel="noreferrer">Pocket Casts</a>, or another podcast app.</div>

September 14, 20266 min

“ChinAI #374: China’s first AI-generated longform TV series” by Jeffrey Ding

Featured links<ul><li><a href="https://docs.google.com/document/d/1tisP1mKSONlpE_8kjnDc1V3u6c9dRe1F1gjb6xPwod8/edit?usp=sharing" target="_blank" rel="noreferrer">China’s first AI-generated longform TV series</a></li><li><a href="https://ctext.org/wiki.pl?if=en&res=124577&remap=gb" target="_blank" rel="noreferrer">The Later Journey to the West</a></li><li><a href="https://mp.weixin.qq.com/s/0xPW0LXVahvg8QFqQXNBGQ" target="_blank" rel="noreferrer">Huxiu article</a></li><li><a href="https://www.scmp.com/tech/article/3366096/china-cracks-down-ai-deepfakes-and-clickbait-cluttering-wechat-rednote-douyin?module=perpetual_scroll_1_RM&pgtype=article" target="_blank" rel="noreferrer">SCMP</a></li><li><a href="https://asteriskmag.com/issues/15/why-we-like-things" target="_blank" rel="noreferrer">Why We Like Things - what Silicon Valley gets wrong about taste</a></li><li><a href="https://aquarianhq.substack.com/p/gyirong-port" target="_blank" rel="noreferrer">Those who Disappeared after the Mudslide at the Gyirong Border Crossing (in Chinese)</a></li><li><a href="https://x.com/DavidAgranovich/status/2098168519259218096" target="_blank" rel="noreferrer">Good thread on Anthropic’s recent threat intelligence report</a></li><li><a href="https://x.com/ChorzempaMartin/status/2094594931796885643" target="_blank" rel="noreferrer">A China Hawk’s Case for Studying in China</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> --- First published: September 14th, 2026 Source: <a href="https://chinai.substack.com/p/chinai-374-chinas-first-ai-generated?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-374-chinas-first-ai-generated</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>. ---<div style="max-width: 100%";>Images from the article:<a href="https://substackcdn.com/image/fetch/$s_!3Vox!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2bad8f9c-6c28-48b2-853d-b4b68af48633_1080x662.webp" target="_blank"><img src="https://substackcdn.com/image/fetch/$s_!3Vox!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2bad8f9c-6c28-48b2-853d-b4b68af48633_1080x662.webp" alt="Monkey King warrior character sheet with armor, cape, staff, multiple views." style="max-width: 100%;" /></a>Apple Podcasts and Spotify do not show images in the episode description. Try <a href="https://pocketcasts.com/" target="_blank" rel="noreferrer">Pocket Casts</a>, or another podcast app.</div>

August 31, 20268 min

“ChinAI #373: The OpenClaw Hype and Overestimating China’s Diffusion Advantage” by Jeffrey Ding

Plus, Ask the Audience about a tricky research ethics question.Featured links<ul><li><a href="https://www.cfr.org/articles/chinas-platform-economy-is-an-ai-deployment-engine-the-u-s-is-still-looking-for-its-own" target="_blank" rel="noreferrer">China’s diffusion advantage</a></li><li><a href="https://mp.weixin.qq.com/s/rEJaC2zpCk_YqkKoOMTSAQ" target="_blank" rel="noreferrer">QbitAI article</a></li><li><a href="https://declawed.io/#" target="_blank" rel="noreferrer">SecurityScorecard</a></li><li><a href="https://substack.com/profile/861502-jeffrey-ding" target="_blank" rel="noreferrer">Jeffrey Ding</a></li><li><a href="https://www.prcleader.org/post/china-s-ai-implementation-gap" target="_blank" rel="noreferrer">China’s AI Implementation Gap</a></li><li><a href="https://docs.google.com/document/d/1PDJIAts91d8WgDrzFy90G9DwW9tdFwdJTIOaQ1OrXyA/edit?usp=sharing" target="_blank" rel="noreferrer">OpenClaw: It rose to fame, it was loved, and now it’s over</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> The original text contained 2 footnotes which were omitted from this narration. --- First published: August 31st, 2026 Source: <a href="https://chinai.substack.com/p/chinai-373-the-openclaw-hype-and?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-373-the-openclaw-hype-and</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>. ---<div style="max-width: 100%";>Images from the article:<a href="https://substackcdn.com/image/fetch/$s_!GDye!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F426043e6-a748-478c-a93f-e60a8e4ea8f6_1080x1143.png" target="_blank"><img src="https://substackcdn.com/image/fetch/$s_!GDye!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F426043e6-a748-478c-a93f-e60a8e4ea8f6_1080x1143.png" alt="Screenshot from QBitAI" style="max-width: 100%;" /></a>Apple Podcasts and Spotify do not show images in the episode description. Try <a href="https://pocketcasts.com/" target="_blank" rel="noreferrer">Pocket Casts</a>, or another podcast app.</div>

August 24, 20269 min

“ChinAI #372: China’s Overhyped Embodied AI Sector” by Jeffrey Ding

Featured links<ul><li><a href="https://mp.weixin.qq.com/s/R2t4zdvCZmWj_HpTRJAXzg" target="_blank" rel="noreferrer">LatePost</a></li><li><a href="https://chinai.substack.com/p/chinai-345-a-three-way-race-for-chinas?utm_source=publication-search" target="_blank" rel="noreferrer">ChinAI #345</a></li><li><a href="https://docs.google.com/document/d/1lMdNll7c_ITFU87l88PH8zOsAo-dBNj3J9ujmCKnp1g/edit?usp=sharing" target="_blank" rel="noreferrer">The Money Game of Embodied AI</a></li><li><a href="https://substack.com/home/post/p-211017031" target="_blank" rel="noreferrer">China AI Bulletin 9</a></li><li><a href="https://www.chronicle.com/newsletter/latitudes/2026-08-19" target="_blank" rel="noreferrer">Latitudes: Words or action?</a></li><li><a href="https://www.exponentialview.co/p/the-state-of-the-ai-economy" target="_blank" rel="noreferrer">State of the AI Economy</a></li><li><a href="https://www.geopolitechs.org/p/how-some-chinese-ai-practitioners" target="_blank" rel="noreferrer">How (some) Chinese AI Practitioners View Model Distillation</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> The original text contained 1 footnote which was omitted from this narration. --- First published: August 24th, 2026 Source: <a href="https://chinai.substack.com/p/chinai-372-chinas-overhyped-embodied?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-372-chinas-overhyped-embodied</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>. ---<div style="max-width: 100%";>Images from the article:<a href="https://substackcdn.com/image/fetch/$s_!VFRF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c19fca1-afa2-4aac-a9ff-64b52066b435_1080x1386.png" target="_blank"><img src="https://substackcdn.com/image/fetch/$s_!VFRF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c19fca1-afa2-4aac-a9ff-64b52066b435_1080x1386.png" alt="Bubble chart showing embodied AI companies' valuations reaching billion-dollar levels faster." style="max-width: 100%;" /></a>Apple Podcasts and Spotify do not show images in the episode description. Try <a href="https://pocketcasts.com/" target="_blank" rel="noreferrer">Pocket Casts</a>, or another podcast app.</div>

August 17, 20268 min

“ChinAI #371: Quiet Goodbyes, Switching Platforms, and Confrontation: Reactions to China’s AI Companion Regulations” by Jeffrey Ding

Featured links<ul><li><a href="https://docs.google.com/document/d/1wt3HW_DtzdkmKo0goCzy8MikKmxd7OJ5HtDh1YFqf1w/edit?usp=sharing" target="_blank" rel="noreferrer">My AI Lover Passed Away this Summer</a></li><li><a href="https://x.com/ChinaSelect/status/2086920522391065017/quotes" target="_blank" rel="noreferrer">The Select Committee on China continues its Anti-American work</a></li><li><a href="https://www.interconnects.ai/p/glm-53-how-chinese-labs-keep-stride" target="_blank" rel="noreferrer">GLM-5.3 - How Chinese labs keep stride with the frontier</a></li><li><a href="https://www.conviction.com/startups" target="_blank" rel="noreferrer">Conviction’s Plausible Schemes</a></li><li><a href="https://horizonpublicservice.org/applications-open-for-2027-horizon-fellowship-cohort/" target="_blank" rel="noreferrer">2027 Horizon Fellowship</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> The original text contained 1 footnote which was omitted from this narration. --- First published: August 17th, 2026 Source: <a href="https://chinai.substack.com/p/chinai-371-a-quiet-goodbye-adaptation?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-371-a-quiet-goodbye-adaptation</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>. ---<div style="max-width: 100%";>Images from the article:<a href="https://substackcdn.com/image/fetch/$s_!4J37!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa4366b52-63b4-4353-b182-2dab2307072e_1080x1632.png" target="_blank"><img src="https://substackcdn.com/image/fetch/$s_!4J37!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa4366b52-63b4-4353-b182-2dab2307072e_1080x1632.png" alt="A conversation between Yezi and the AI avatar modeled after her ex-boyfriend." style="max-width: 100%;" /></a>Apple Podcasts and Spotify do not show images in the episode description. Try <a href="https://pocketcasts.com/" target="_blank" rel="noreferrer">Pocket Casts</a>, or another podcast app.</div>

August 10, 20268 min

“ChinAI #370: Why is there No Star AI Company from Guangdong?” by Jeffrey Ding

Featured links<ul><li><a href="https://docs.google.com/document/d/1mdf_gnfj4FFmo3_CArkGtZqN_6JbGtwYX1mgmKXsWTM/edit?usp=sharing" target="_blank" rel="noreferrer">The “Guangdong Faction” in the AI Wave</a></li><li><a href="https://chinai.substack.com/p/chinai-340-year-end-reflections-by" target="_blank" rel="noreferrer">ChinAI #340</a></li><li><a href="https://www.science.org/content/article/exclusive-death-girl-chinese-gene-editing-trial-was-never-made-public" target="_blank" rel="noreferrer">A fatal reaction</a></li><li><a href="https://www.duckofminerva.com/2026/06/how-russian-economic-policy-is-gender.html" target="_blank" rel="noreferrer">How Russian Economic Policy is Gender</a></li><li><a href="https://www.forbes.com/sites/annatong/2026/08/05/silicon-valleys-other-china-problem-its-training-their-ai/" target="_blank" rel="noreferrer">Silicon Valley’s Other China Problem: It’s Training Their AI</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> --- First published: August 10th, 2026 Source: <a href="https://chinai.substack.com/p/chinai-370-why-is-there-no-star-ai?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-370-why-is-there-no-star-ai</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>.

August 3, 20266 min

“ChinAI #369: My Boss Wants Me to Run Kimi K3, What Should I Do?” by Jeffrey Ding

Featured links<ul><li><a href="https://docs.google.com/document/d/1-6rzM2Fn9Exj4noAOmWiIbuUsvTD-zA-_Vx76veeMTI/edit?usp=sharing" target="_blank" rel="noreferrer">My Boss Asked Me to Deploy the Free K3 Model: I first calculated the “unaffordable” server costs</a></li><li><a href="https://github.com/kvcache-ai/AgentENV" target="_blank" rel="noreferrer">AgentENV</a></li><li><a href="https://www.thedial.world/articles/news/chinese-micro-dramas?src=longreads" target="_blank" rel="noreferrer">Dopamine TV</a></li><li><a href="https://thezvi.substack.com/p/on-kimi-k3-its-capabilities-and-related" target="_blank" rel="noreferrer">On Kimi K3 - Its Capabilities And Related Discontents</a></li><li><a href="https://www.nafsa.org/Duration-status-final-rule-press-statement" target="_blank" rel="noreferrer">NAFSA: Undermining International Student Stability Weakens U.S. National Interest</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> --- First published: August 3rd, 2026 Source: <a href="https://chinai.substack.com/p/chinai-369-my-boss-wants-me-to-run?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-369-my-boss-wants-me-to-run</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>.

July 27, 202610 min

“ChinAI #368: The Affordable Luxury of Kimi K3” by Jeffrey Ding

Featured links<ul><li><a href="https://docs.google.com/document/d/1kqaSgExsreyNp9ezHu7synRY5fdHKCE04IXmX6TUx2A/edit?usp=sharing" target="_blank" rel="noreferrer">100 RMB per Million Tokens: With Kimi Adopting “Affordable Luxury” Pricing, Will You Still Pay for K3</a></li><li><a href="https://aisafetychina.com/" target="_blank" rel="noreferrer">State of AI Safety in China</a></li><li><a href="https://x.com/zhang_benita/status/2079773209097031843" target="_blank" rel="noreferrer">Two interviews</a></li><li><a href="https://x.com/mablejiang/article/2035714797426413639" target="_blank" rel="noreferrer">An interview</a></li><li><a href="https://www.governance.ai/post/head-of-us-policy" target="_blank" rel="noreferrer">Head of US Policy</a></li><li><a href="https://www.governance.ai/post/dc-chief-of-staff" target="_blank" rel="noreferrer">DC Chief of Staff</a></li><li><a href="https://www.governance.ai/post/research-fellow" target="_blank" rel="noreferrer">Research Fellow</a></li><li><a href="https://www.governance.ai/post/research-scholar" target="_blank" rel="noreferrer">Research Scholar</a></li><li><a href="https://www.governance.ai/opportunities" target="_blank" rel="noreferrer">GovAI Opportunities page</a></li></ul> Thank you for reading and engaging These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University. Check out the archive of all past issues <a href="https://chinai.substack.com/archive" target="_blank" rel="noreferrer">here</a> & please <a href="https://chinai.substack.com/" target="_blank" rel="noreferrer">subscribe here</a> to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all). Any suggestions or feedback? Let me know at <a href="mailto:chinainewsletter@gmail.com">chinainewsletter@gmail.com</a> or on Twitter at <a href="https://twitter.com/jjding99" target="_blank" rel="noreferrer">@jjding99</a> The original text contained 1 footnote which was omitted from this narration. --- First published: July 27th, 2026 Source: <a href="https://chinai.substack.com/p/chinai-368-the-affordable-luxury?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Source+URL+in+episode+description&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">https://chinai.substack.com/p/chinai-368-the-affordable-luxury</a> --- Narrated by <a href="https://type3.audio/?utm_source=TYPE_III_AUDIO&utm_medium=Podcast&utm_content=Narrated+by+TYPE+III+AUDIO&utm_term=jeffrey_ding&utm_campaign=ai_narration" rel="noopener noreferrer" target="_blank">TYPE III AUDIO</a>.

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