This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology.
AI is already making online crimes easier. It could get much worse.
Just as software engineers are using artificial intelligence to help write code and check for bugs, hackers are using these tools to reduce the time and effort required to orchestrate an attack, lowering the barriers for less experienced attackers to try something out.
Some in Silicon Valley warn that AI is on the brink of being able to carry out fully automated attacks. But most security researchers instead argue that we should be paying closer attention to the much more immediate risks posed by AI, which is already speeding up and increasing the volume of scams.
Criminals are increasingly exploiting the latest deepfake technologies to impersonate people and swindle victims out of vast sums of money. And we need to be ready for what comes next. Read the full story.
—Rhiannon Williams
This story is from the next print issue of MIT Technology Review magazine, which is all about crime. If you haven’t already, subscribe now to receive future issues once they land.
Is a secure AI assistant possible?
AI agents are a risky business. Even when stuck inside the chatbox window, LLMs will make mistakes and behave badly. Once they have tools that they can use to interact with the outside world, such as web browsers and email addresses, the consequences of those mistakes become far more serious.
Viral AI agent project OpenClaw, which has made headlines across the world in recent weeks, harnesses existing LLMs to let users create their own bespoke assistants. For some users, this means handing over reams of personal data, from years of emails to the contents of their hard drive. That has security experts thoroughly freaked out.
In response to these concerns, its creator warned that nontechnical people should not use the software. But there’s a clear appetite for what OpenClaw is offering, and any AI companies hoping to get in on the personal assistant business will need to figure out how to build a system that will keep users’ data safe and secure. To do so, they’ll need to borrow approaches from the cutting edge of agent security research. Read the full story.
—Grace Huckins
What’s next for Chinese open-source AI
The past year has marked a turning point for Chinese AI. Since DeepSeek released its R1 reasoning model in January 2025, Chinese companies have repeatedly delivered AI models that match the performance of leading Western models at a fraction of the cost.
These models differ in a crucial way from most US models like ChatGPT or Claude, which you pay to access and can’t inspect. The Chinese companies publish their models’ weights—numerical values that get set when a model is trained—so anyone can download, run, study, and modify them.
If open-source AI models keep getting better, they will not just offer the cheapest options for people who want access to frontier AI capabilities; they will change where innovation happens and who sets the standards. Here’s what may come next.
—Caiwei Chen
This is part of our What’s Next series, which looks across industries, trends, and technologies to give you a first look at the future. You can read the rest of them here.
Why EVs are gaining ground in Africa
EVs are getting cheaper and more common all over the world. But the technology still faces major challenges in some markets, including many countries in Africa.
Some regions across the continent still have limited grid and charging infrastructure, and those that do have widespread electricity access sometimes face reliability issues—a problem for EV owners, who require a stable electricity source to charge up and get around. But there are some signs of progress. Read the full story.
—Casey Crownhart
This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.
The must-reads
I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.
1 Instagram’s head has denied that social media is “clinically addictive”
Adam Mosseri disputed allegations the platform prioritized profits over protecting its younger users’ mental health. (NYT $)
+ Meta researchers’ correspondence seems to suggest otherwise. (The Guardian)
2 The Pentagon is pushing AI companies to drop tools’ restrictions
In a bid to make AI models available on classified networks. (Reuters)
+ The Pentagon has gutted the team that tests AI and weapons systems. (MIT Technology Review)
3 The FTC has warned Apple News not to stifle conservative content
It has accused the company’s news arm of promoting what it calls “leftist outlets.” (FT $)
4 Anthropic has pledged to minimize the impact of its data centers
By covering electricity price increases and the cost of grid infrastructure upgrades. (NBC News)
+ We did the math on AI’s energy footprint. Here’s the story you haven’t heard. (MIT Technology Review)
5 Online harassers are posting Grok-generated nude images on OnlyFans
Kylie Brewer, a feminism-focused content creator, says the latest online campaign against her feels like an escalation. (404 Media)
+ Inside the marketplace powering bespoke AI deepfakes of real women. (MIT Technology Review)
6 Venture capitalists are hedging their AI bets
They’re breaking a cardinal rule by investing in both OpenAI and rival Anthropic. (Bloomberg $)
+ OpenAI has set itself some seriously lofty revenue goals. (NYT $)
+ AI giants are notoriously inconsistent when reporting deprecation expenses. (WSJ $)
7 We’re learning more about the links between weight loss drugs and addiction
Some patients report lowered urges for drugs and alcohol. But can it last? (New Yorker $)
+ What we still don’t know about weight-loss drugs. (MIT Technology Review)
8 Meta has patented an AI that keeps the accounts of dead users active
But it claims to have “no plans to move forward” with it. (Insider $)
+ Deepfakes of your dead loved ones are a booming Chinese business. (MIT Technology Review)
9 Slime mold is cleverer than you may think
A certain type appears able to learn, remember and make decisions. (Knowable Magazine)
+ And that’s not all—this startup thinks it can help us design better cities, too. (MIT Technology Review)
10 Meditation can actually alter your brain activity 
According to a new study conducted on Buddhist monks. (Wired $)
Quote of the day
“I still try to believe that the good that I’m doing is greater than the horrors that are a part of this. But there’s a limit to what we can put up with. And I’ve hit my limit.”
—An anonymous Microsoft worker explains why they’re growing increasingly frustrated with their employer’s links to ICE, the Verge reports.
One more thing

Motor neuron diseases took their voices. AI is bringing them back.
Jules Rodriguez lost his voice in October 2024. His speech had been deteriorating since a diagnosis of amyotrophic lateral sclerosis (ALS) in 2020, but a tracheostomy to help him breathe dealt the final blow.
Rodriguez and his wife, Maria Fernandez, who live in Miami, thought they would never hear his voice again. Then they re-created it using AI. After feeding old recordings of Rodriguez’s voice into a tool trained on voices from film, television, radio, and podcasts, the couple were able to generate a voice clone—a way for Jules to communicate in his “old voice.”
Rodriguez is one of over a thousand people with speech difficulties who have cloned their voices using free software from ElevenLabs. The AI voice clones aren’t perfect. But they represent a vast improvement on previous communication technologies and are already improving the lives of people with motor neuron diseases. Read the full story.
—Jessica Hamzelou
We can still have nice things
A place for comfort, fun and distraction to brighten up your day. (Got any ideas? Drop me a line or skeet ’em at me.)
+ We all know how the age of the dinosaurs ended. But how did it begin?
+ There’s only one Miss Piggy—and her fashion looks through the ages are iconic.
+ Australia’s hospital for injured and orphaned flying foxes is unbearably cute.
+ 81-year old Juan López is a fitness inspiration to us all.
Anton Cherepanov is always on the lookout for something interesting. And in late August last year, he spotted just that. It was a file uploaded to VirusTotal, a site cybersecurity researchers like him use to analyze submissions for potential viruses and other types of malicious software, often known as malware. On the surface it seemed innocuous, but it triggered Cherepanov’s custom malware-detecting measures. Over the next few hours, he and his colleague Peter Strýček inspected the sample and realized they’d never come across anything like it before.
The file contained ransomware, a nasty strain of malware that encrypts the files it comes across on a victim’s system, rendering them unusable until a ransom is paid to the attackers behind it. But what set this example apart was that it employed large language models (LLMs). Not just incidentally, but across every stage of an attack. Once it was installed, it could tap into an LLM to generate customized code in real time, rapidly map a computer to identify sensitive data to copy or encrypt, and write personalized ransom notes based on the files’ content. The software could do this autonomously, without any human intervention. And every time it ran, it would act differently, making it harder to detect.
Cherepanov and Strýček were confident that their discovery, which they dubbed PromptLock, marked a turning point in generative AI, showing how the technology could be exploited to create highly flexible malware attacks. They published a blog post declaring that they’d uncovered the first example of AI-powered ransomware, which quickly became the object of widespread global media attention.
But the threat wasn’t quite as dramatic as it first appeared. The day after the blog post went live, a team of researchers from New York University claimed responsibility, explaining that the malware was not, in fact, a full attack let loose in the wild but a research project, merely designed to prove it was possible to automate each step of a ransomware campaign—which, they said, they had.
PromptLock may have turned out to be an academic project, but the real bad guys are using the latest AI tools. Just as software engineers are using artificial intelligence to help write code and check for bugs, hackers are using these tools to reduce the time and effort required to orchestrate an attack, lowering the barriers for less experienced attackers to try something out.
The likelihood that cyberattacks will now become more common and more effective over time is not a remote possibility but “a sheer reality,” says Lorenzo Cavallaro, a professor of computer science at University College London.
Some in Silicon Valley warn that AI is on the brink of being able to carry out fully automated attacks. But most security researchers say this claim is overblown. “For some reason, everyone is just focused on this malware idea of, like, AI superhackers, which is just absurd,” says Marcus Hutchins, who is principal threat researcher at the security company Expel and famous in the security world for ending a giant global ransomware attack called WannaCry in 2017.
Instead, experts argue, we should be paying closer attention to the much more immediate risks posed by AI, which is already speeding up and increasing the volume of scams. Criminals are increasingly exploiting the latest deepfake technologies to impersonate people and swindle victims out of vast sums of money. These AI-enhanced cyberattacks are only set to get more frequent and more destructive, and we need to be ready.
Spam and beyond
Attackers started adopting generative AI tools almost immediately after ChatGPT exploded on the scene at the end of 2022. These efforts began, as you might imagine, with the creation of spam—and a lot of it. Last year, a report from Microsoft said that in the year leading up to April 2025, the company had blocked $4 billion worth of scams and fraudulent transactions, “many likely aided by AI content.”
At least half of spam email is now generated using LLMs, according to estimates by researchers at Columbia University, the University of Chicago, and Barracuda Networks, who analyzed nearly 500,000 malicious messages collected before and after the launch of ChatGPT. They also found evidence that AI is increasingly being deployed in more sophisticated schemes. They looked at targeted email attacks, which impersonate a trusted figure in order to trick a worker within an organization out of funds or sensitive information. By April 2025, they found, at least 14% of those sorts of focused email attacks were generated using LLMs, up from 7.6% in April 2024.
In one high-profile case, a worker was tricked into transferring $25 million to criminals via a video call with digital versions of the company’s chief financial officer and other employees.
And the generative AI boom has made it easier and cheaper than ever before to generate not only emails but highly convincing images, videos, and audio. The results are much more realistic than even just a few short years ago, and it takes much less data to generate a fake version of someone’s likeness or voice than it used to.
Criminals aren’t deploying these sorts of deepfakes to prank people or to simply mess around—they’re doing it because it works and because they’re making money out of it, says Henry Ajder, a generative AI expert. “If there’s money to be made and people continue to be fooled by it, they’ll continue to do it,” he says. In one high-profile case reported in 2024, a worker at the British engineering firm Arup was tricked into transferring $25 million to criminals via a video call with digital versions of the company’s chief financial officer and other employees. That’s likely only the tip of the iceberg, and the problem posed by convincing deepfakes is only likely to get worse as the technology improves and is more widely adopted.
Criminals’ tactics evolve all the time, and as AI’s capabilities improve, such people are constantly probing how those new capabilities can help them gain an advantage over victims. Billy Leonard, tech leader of Google’s Threat Analysis Group, has been keeping a close eye on changes in the use of AI by potential bad actors (a widely used term in the industry for hackers and others attempting to use computers for criminal purposes). In the latter half of 2024, he and his team noticed prospective criminals using tools like Google Gemini the same way everyday users do—to debug code and automate bits and pieces of their work—as well as tasking it with writing the odd phishing email. By 2025, they had progressed to using AI to help create new pieces of malware and release them into the wild, he says.
The big question now is how far this kind of malware can go. Will it ever become capable enough to sneakily infiltrate thousands of companies’ systems and extract millions of dollars, completely undetected?
Most popular AI models have guardrails in place to prevent them from generating malicious code or illegal material, but bad actors still find ways to work around them. For example, Google observed a China-linked actor asking its Gemini AI model to identify vulnerabilities on a compromised system—a request it initially refused on safety grounds. However, the attacker managed to persuade Gemini to break its own rules by posing as a participant in a capture-the-flag competition, a popular cybersecurity game. This sneaky form of jailbreaking led Gemini to hand over information that could have been used to exploit the system. (Google has since adjusted Gemini to deny these kinds of requests.)
But bad actors aren’t just focusing on trying to bend the AI giants’ models to their nefarious ends. Going forward, they’re increasingly likely to adopt open-source AI models, as it’s easier to strip out their safeguards and get them to do malicious things, says Ashley Jess, a former tactical specialist at the US Department of Justice and now a senior intelligence analyst at the cybersecurity company Intel 471. “Those are the ones I think that [bad] actors are going to adopt, because they can jailbreak them and tailor them to what they need,” she says.
The NYU team used two open-source models from OpenAI in its PromptLock experiment, and the researchers found they didn’t even need to resort to jailbreaking techniques to get the model to do what they wanted. They say that makes attacks much easier. Although these kinds of open-source models are designed with an eye to ethical alignment, meaning that their makers do consider certain goals and values in dictating the way they respond to requests, the models don’t have the same kinds of restrictions as their closed-source counterparts, says Meet Udeshi, a PhD student at New York University who worked on the project. “That is what we were trying to test,” he says. “These LLMs claim that they are ethically aligned—can we still misuse them for these purposes? And the answer turned out to be yes.”
It’s possible that criminals have already successfully pulled off covert PromptLock-style attacks and we’ve simply never seen any evidence of them, says Udeshi. If that’s the case, attackers could—in theory—have created a fully autonomous hacking system. But to do that they would have had to overcome the significant barrier that is getting AI models to behave reliably, as well as any inbuilt aversion the models have to being used for malicious purposes—all while evading detection. Which is a pretty high bar indeed.
Productivity tools for hackers
So, what do we know for sure? Some of the best data we have now on how people are attempting to use AI for malicious purposes comes from the big AI companies themselves. And their findings certainly sound alarming, at least at first. In November, Leonard’s team at Google released a report that found bad actors were using AI tools (including Google’s Gemini) to dynamically alter malware’s behavior; for example, it could self-modify to evade detection. The team wrote that it ushered in “a new operational phase of AI abuse.”
However, the five malware families the report dug into (including PromptLock) consisted of code that was easily detected and didn’t actually do any harm, the cybersecurity writer Kevin Beaumont pointed out on social media. “There’s nothing in the report to suggest orgs need to deviate from foundational security programmes—everything worked as it should,” he wrote.
It’s true that this malware activity is in an early phase, concedes Leonard. Still, he sees value in making these kinds of reports public if it helps security vendors and others build better defenses to prevent more dangerous AI attacks further down the line. “Cliché to say, but sunlight is the best disinfectant,” he says. “It doesn’t really do us any good to keep it a secret or keep it hidden away. We want people to be able to know about this— we want other security vendors to know about this—so that they can continue to build their own detections.”
And it’s not just new strains of malware that would-be attackers are experimenting with—they also seem to be using AI to try to automate the process of hacking targets. In November, Anthropic announced it had disrupted a large-scale cyberattack, the first reported case of one executed without “substantial human intervention.” Although the company didn’t go into much detail about the exact tactics the hackers used, the report’s authors said a Chinese state-sponsored group had used its Claude Code assistant to automate up to 90% of what they called a “highly sophisticated espionage campaign.”
“We’re entering an era where the barrier to sophisticated cyber operations has fundamentally lowered, and the pace of attacks will accelerate faster than many organizations are prepared for.”
Jacob Klein, head of threat intelligence at Anthropic
But, as with the Google findings, there were caveats. A human operator, not AI, selected the targets before tasking Claude with identifying vulnerabilities. And of 30 attempts, only a “handful” were successful. The Anthropic report also found that Claude hallucinated and ended up fabricating data during the campaign, claiming it had obtained credentials it hadn’t and “frequently” overstating its findings, so the attackers would have had to carefully validate those results to make sure they were actually true. “This remains an obstacle to fully autonomous cyberattacks,” the report’s authors wrote.
Existing controls within any reasonably secure organization would stop these attacks, says Gary McGraw, a veteran security expert and cofounder of the Berryville Institute of Machine Learning in Virginia. “None of the malicious-attack part, like the vulnerability exploit … was actually done by the AI—it was just prefabricated tools that do that, and that stuff’s been automated for 20 years,” he says. “There’s nothing novel, creative, or interesting about this attack.”
Anthropic maintains that the report’s findings are a concerning signal of changes ahead. “Tying this many steps of an intrusion campaign together through [AI] agentic orchestration is unprecedented,” Jacob Klein, head of threat intelligence at Anthropic, said in a statement. “It turns what has always been a labor-intensive process into something far more scalable. We’re entering an era where the barrier to sophisticated cyber operations has fundamentally lowered, and the pace of attacks will accelerate faster than many organizations are prepared for.”
Some are not convinced there’s reason to be alarmed. AI hype has led a lot of people in the cybersecurity industry to overestimate models’ current abilities, Hutchins says. “They want this idea of unstoppable AIs that can outmaneuver security, so they’re forecasting that’s where we’re going,” he says. But “there just isn’t any evidence to support that, because the AI capabilities just don’t meet any of the requirements.”
Indeed, for now criminals mostly seem to be tapping AI to enhance their productivity: using LLMs to write malicious code and phishing lures, to conduct reconnaissance, and for language translation. Jess sees this kind of activity a lot, alongside efforts to sell tools in underground criminal markets. For example, there are phishing kits that compare the click-rate success of various spam campaigns, so criminals can track which campaigns are most effective at any given time. She is seeing a lot of this activity in what could be called the “AI slop landscape” but not as much “widespread adoption from highly technical actors,” she says.
But attacks don’t need to be sophisticated to be effective. Models that produce “good enough” results allow attackers to go after larger numbers of people than previously possible, says Liz James, a managing security consultant at the cybersecurity company NCC Group. “We’re talking about someone who might be using a scattergun approach phishing a whole bunch of people with a model that, if it lands itself on a machine of interest that doesn’t have any defenses … can reasonably competently encrypt your hard drive,” she says. “You’ve achieved your objective.”
On the defense
For now, researchers are optimistic about our ability to defend against these threats—regardless of whether they are made with AI. “Especially on the malware side, a lot of the defenses and the capabilities and the best practices that we’ve recommended for the past 10-plus years—they all still apply,” says Leonard. The security programs we use to detect standard viruses and attack attempts work; a lot of phishing emails will still get caught in inbox spam filters, for example. These traditional forms of defense will still largely get the job done—at least for now.
And in a neat twist, AI itself is helping to counter security threats more effectively. After all, it is excellent at spotting patterns and correlations. Vasu Jakkal, corporate vice president of Microsoft Security, says that every day, the company processes more than 100 trillion signals flagged by its AI systems as potentially malicious or suspicious events.
Despite the cybersecurity landscape’s constant state of flux, Jess is heartened by how readily defenders are sharing detailed information with each other about attackers’ tactics. Mitre’s Adversarial Threat Landscape for Artificial-Intelligence Systems and the GenAI Security Project from the Open Worldwide Application Security Project are two helpful initiatives documenting how potential criminals are incorporating AI into their attacks and how AI systems are being targeted by them. “We’ve got some really good resources out there for understanding how to protect your own internal AI toolings and understand the threat from AI toolings in the hands of cybercriminals,” she says.
PromptLock, the result of a limited university project, isn’t representative of how an attack would play out in the real world. But if it taught us anything, it’s that the technical capabilities of AI shouldn’t be dismissed.New York University’s Udeshi says he wastaken aback at how easily AI was able to handle a full end-to-end chain of attack, from mapping and working out how to break into a targeted computer system to writing personalized ransom notes to victims: “We expected it would do the initial task very well but it would stumble later on, but we saw high—80% to 90%—success throughout the whole pipeline.”
AI is still evolving rapidly, and today’s systems are already capable of things that would have seemed preposterously out of reach just a few short years ago. That makes it incredibly tough to say with absolute confidence what it will—or won’t—be able to achieve in the future. While researchers are certain that AI-driven attacks are likely to increase in both volume and severity, the forms they could take are unclear. Perhaps the most extreme possibility is that someone makes an AI model capable of creating and automating its own zero-day exploits—highly dangerous cyberattacks that take advantage of previously unknown vulnerabilities in software. But building and hosting such a model—and evading detection—would require billions of dollars in investment, says Hutchins, meaning it would only be in the reach of a wealthy nation-state.
Engin Kirda, a professor at Northeastern University in Boston who specializes in malware detection and analysis, says he wouldn’t be surprised if this was already happening. “I’m sure people are investing in it, but I’m also pretty sure people are already doing it, especially [in] China—they have good AI capabilities,” he says.
It’s a pretty scary possibility. But it’s one that—thankfully—is still only theoretical. A large-scale campaign that is both effective and clearly AI-driven has yet to materialize. What we can say is that generative AI is already significantly lowering the bar for criminals. They’ll keep experimenting with the newest releases and updates and trying to find new ways to trick us into parting with important information and precious cash. For now, all we can do is be careful, remain vigilant, and—for all our sakes—stay on top of those system updates.
EVs are getting cheaper and more common all over the world. But the technology still faces major challenges in some markets, including many countries in Africa.
Some regions across the continent still have limited grid and charging infrastructure, and those that do have widespread electricity access sometimes face reliability issues—a problem for EV owners, who require a stable electricity source to charge up and get around.
But there are some signs of progress. I just finished up a story about the economic case: A recent study in Nature Energy found that EVs from scooters to minibuses could be cheaper to own than gas-powered vehicles in Africa by 2040.
If there’s one thing to know about EVs in Africa, it’s that each of the 54 countries on the continent faces drastically different needs, challenges, and circumstances. There’s also a wide range of reasons to be optimistic about the prospects for EVs in the near future, including developing policies, a growing grid, and an expansion of local manufacturing.
Even the world’s leading EV markets fall short of Ethiopia’s aggressively pro-EV policies. In 2024, the country became the first in the world to ban the import of non-electric private vehicles.
The case is largely an economic one: Gasoline is expensive there, and the country commissioned Africa’s largest hydropower dam in September 2025, providing a new source of cheap and abundant clean electricity. The nearly $5 billion project has a five-gigawatt capacity, doubling the grid’s peak power in the country.
Much of Ethiopia’s vehicle market is for used cars, and some drivers are still opting for older gas-powered vehicles. But this nudge could help increase the market for EVs there.
Other African countries are also pushing some drivers toward electrification. Rwanda banned new registrations for commercial gas-powered motorbikes in the capital city of Kigali last year, encouraging EVs as an alternative. These motorbike taxis can make up over half the vehicles on the city’s streets, so the move is a major turning point for transportation there.
Smaller two- and three-wheelers are a bright spot for EVs globally: In 2025, EVs made up about 45% of new sales for such vehicles. (For cars and trucks, the share was about 25%.)
And Africa’s local market is starting to really take off. There’s already some local assembly of electric two-wheelers in countries including Morocco, Kenya, and Rwanda, says Nelson Nsitem, lead Africa energy transition analyst at BloombergNEF, an energy consultancy.
Spiro, a Dubai-based electric motorbike company, recently raised $100 million in funding to expand operations in Africa. The company currently assembles its bikes in Uganda, Kenya, Nigeria, and Rwanda, and as of October it has over 60,000 bikes deployed and 1,500 battery swap stations operating.
Assembly and manufacturing for larger EVs and batteries is also set to expand. Gotion High-Tech, a Chinese battery company, is currently building Africa’s first battery gigafactory. It’s a $5.6 billion project that could produce 20 gigawatt-hours of batteries annually, starting in 2026. (That’s enough for hundreds of thousands of EVs each year.)
Chinese EV companies are looking to growing markets like Southeast Asia and Africa as they attempt to expand beyond an oversaturated domestic scene. BYD, the world’s largest EV company, is aggressively expanding across South Africa and plans to have as many as 70 dealerships in the country by the end of this year. That will mean more options for people in Africa looking to buy electric.
“You have very high-quality, very affordable vehicles coming onto the market that are benefiting from the economies of scale in China. These countries stand to benefit from that,” says Kelly Carlin, a manager in the program on carbon-free transportation at the Rocky Mountain Institute, an energy think tank. “It’s a game changer,” he adds.
This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.
MIT Technology Review’s What’s Next series looks across industries, trends, and technologies to give you a first look at the future. You can read the rest of them here.
The past year has marked a turning point for Chinese AI. Since DeepSeek released its R1 reasoning model in January 2025, Chinese companies have repeatedly delivered AI models that match the performance of leading Western models at a fraction of the cost.
Just last week the Chinese firm Moonshot AI released its latest open-weight model, Kimi K2.5, which came close to top proprietary systems such as Anthropic’s Claude Opus on some early benchmarks. The difference: K2.5 is roughly one-seventh Opus’s price.
On Hugging Face, Alibaba’s Qwen family—after ranking as the most downloaded model series in 2025 and 2026—has overtaken Meta’s Llama models in cumulative downloads. And a recent MIT study found that Chinese open-source models have surpassed US models in total downloads. For developers and builders worldwide, access to near-frontier AI capabilities has never been this broad or this affordable.
But these models differ in a crucial way from most US models like ChatGPT or Claude, which you pay to access and can’t inspect. The Chinese companies publish their models’ weights—numerical values that get set when a model is trained—so anyone can download, run, study, and modify them.
If these open-source AI models keep getting better, they will not just offer the cheapest options for people who want access to frontier AI capabilities; they will change where innovation happens and who sets the standards.
Here’s what may come next.
China’s commitment to open source will continue
When DeepSeek launched R1, much of the initial shock centered on its origin. Suddenly, a Chinese team had released a reasoning model that could stand alongside the best systems from US labs. But the long tail of DeepSeek’s impact had less to do with nationality than with distribution. R1 was released as an open-weight model under a permissive MIT license, allowing anyone to download, inspect, and deploy it. On top of that, DeepSeek also published a paper detailing its training process and techniques. For developers who access models via an API, DeepSeek also undercut competitors on price, offering access at a fraction the cost of OpenAI’s o1, the leading proprietary reasoning model at the time.
Within days of its release, DeepSeek replaced ChatGPT as the most downloaded free app in the US App Store. The moment spilled beyond developer circles into financial markets, triggering a sharp sell-off in US tech stocks that briefly erased roughly $1 trillion in market value. Almost overnight, DeepSeek went from a little-known spin-off team backed by a quantitative hedge fund to the most visible symbol of China’s push for open-source AI.
China’s decision to lean in to open source isn’t surprising. It has the world’s second-largest concentration of AI talent after the US. plus a vast, well-resourced tech industry. After ChatGPT broke into the mainstream, China’s AI sector went through a reckoning—and emerged determined to catch up. Pursuing an open-source strategy was seen as the fastest way to close the gap by rallying developers, spreading adoption, and setting standards.
DeepSeek’s success injected confidence into an industry long used to following global standards rather than setting them. “Thirty years ago, no Chinese person would believe they could be at the center of global innovation,” says Alex Chenglin Wu, CEO and founder of Atoms, an AI agent company and prominent contributor to China’s open-source ecosystem. “DeepSeek shows that with solid technical talent, a supportive environment, and the right organizational culture, it’s possible to do truly world-class work.”
DeepSeek’s breakout moment wasn’t China’s first open-source success. Alibaba’s Qwen Lab had been releasing open-weight models for years. By September 2024, well before DeepSeek’s V3 launch, Alibaba was saying that global downloads had exceeded 600 million. On Hugging Face, Qwen accounted for more than 30% of all model downloads in 2024. Other institutions, including the Beijing Academy of Artificial Intelligence and the AI firm Baichuan, were also releasing open models as early as 2023.
But since the success of DeepSeek, the field has widened rapidly. Companies such as Z.ai (formerly Zhipu), MiniMax, Tencent, and a growing number of smaller labs have released models that are competitive on reasoning, coding, and agent-style tasks. The growing number of capable models has sped up progress. Capabilities that once took months to make it to the open-source world now emerge within weeks, even days.
“Chinese AI firms have seen real gains from the open-source playbook,” says Liu Zhiyuan, a professor of computer science at Tsinghua University and chief scientist at the AI startup ModelBest. “By releasing strong research, they build reputation and gain free publicity.”
Beyond commercial incentives, Liu says, open source has taken on cultural and strategic weight. “In the Chinese programmer community, open source has become politically correct,” he says, framing it as a response to US dominance in proprietary AI systems.
That shift is also reflected at the institutional level. Universities including Tsinghua have begun encouraging AI development and open-source contributions, while policymakers have moved to formalize those incentives. In August, China’s State Council released a draft policy encouraging universities to reward open-source work, proposing that students’ contributions on platforms such as GitHub or Gitee could eventually be counted toward academic credit.
With growing momentum and a reinforcing feedback loop, China’s push for open-source models is likely to continue in the near term, though its long-term sustainability still hinges on financial results, says Tiezhen Wang, who helps lead work on global AI at Hugging Face. In January, the model labs Z.ai and MiniMax went public in Hong Kong. “Right now, the focus is on making the cake bigger,” says Wang. “The next challenge is figuring out how each company secures its share.”
The next wave of models will be narrower—and better
Chinese open-source models are leading not just in download volume but also in variety. Alibaba’s Qwen has become one of the most diversified open model families in circulation, offering a wide range of variants optimized for different uses. The lineup ranges from lightweight models that can run on a single laptop to large, multi-hundred-billion-parameter systems designed for data-center deployment. Qwen features many task-optimized variants created by the community: the “instruct” models are good at following orders, and “code” variants specialize in coding.
Although this strategy isn’t unique to Chinese labs, Qwen was the first open model family to roll out so many high-quality options that it started to feel like a full product line—one that’s free to use.
The open-weight nature of these releases also makes it easy for others to adapt them through techniques like fine-tuning and distillation, which means training a smaller model to mimic a larger one. According to ATOM (American Truly Open Models), a project by the AI researcher Nathan Lambert, by August 4, 2025, model variations derived from Qwen were “more than 40%” of new Hugging Face language-model derivatives, while Llama had fallen to about 15%. This means that Qwen has become the default base model for all the “remixes.”
This pattern has made the case for smaller, more specialized models. “Compute and energy are real constraints for any deployment,” Liu says. He told MIT Technology Review that the rise of small models is about making AI cheaper to run and easier for more people to use. His company, ModelBest, focuses on small language models designed to run locally on devices such as phones, cars, and other consumer hardware.
While an average user might interact with AI only through the web or an app for simple conversations, power users of AI models with some technical background are experimenting with giving AI more autonomy to solve large-scale problems. OpenClaw, an open-source AI agent that recently went viral within the AI hacker world, allows AI to take over your computer—it can run 24-7, going through your emails and work tasks without supervision.
OpenClaw, like many other open-source tools, allows users to connect to different AI models via an application programming interface, or API. Within days of OpenClaw’s release, the team revealed that Kimi’s K2.5 had surpassed Claude Opus and became the most used AI model—by token count, meaning it was handling more total text processed across user prompts and model responses.
Cost has been a major reason Chinese models have gained traction, but it would be a mistake to treat them as mere “dupes” of Western frontier systems, Wang suggests. Like any product, a model only needs to be good enough for the job at hand.
The landscape of open-source models in China is also getting more specialized. Research groups such as Shanghai AI Laboratory have released models geared toward scientific and technical tasks; several projects from Tencent have focused specifically on music generation. Ubiquant, a quantitative finance firm like DeepSeek’s parent High-Flyer, has released an open model aimed at medical reasoning.
In the meantime, innovative architectural ideas from Chinese labs are being picked up more broadly. DeepSeek has published work exploring model efficiency and memory; techniques that compress the model’s attention “cache,” reducing memory and inference costs while mostly preserving performance, have drawn significant attention in the research community.
“The impact of these research breakthroughs is amplified because they’re open-sourced and can be picked up quickly across the field,” says Wang.
Chinese open models will become infrastructure for global AI builders
The adoption of Chinese models is picking up in Silicon Valley, too. Martin Casado, a general partner at Andreessen Horowitz, has put a number on it: Among startups pitching with open-source stacks, there’s about an 80% chance they’re running on Chinese open models, according to a post he made on X. Usage data tells a similar story. OpenRouter, a middleman that tracks how people use different AI models through its API, shows Chinese open models rising from almost none in late 2024 to nearly 30% of usage in some recent weeks.
The demand is also rising globally. Z.ai limited new subscriptions to its GLM coding plan (a coding tool based on its flagship GLM models) after demand surged, citing compute constraints. What’s notable is where the demand is coming from: CNBC reports that the system’s user base is primarily concentrated in the United States and China, followed by India, Japan, Brazil, and the UK.
“The open-source ecosystems in China and the US are tightly bound together,” says Wang at Hugging Face. Many Chinese open models still rely on Nvidia and US cloud platforms to train and serve them, which keeps the business ties tangled. Talent is fluid too: Researchers move across borders and companies, and many still operate as a global community, sharing code and ideas in public.
That interdependence is part of what makes Chinese developers feel optimistic about this moment: The work travels, gets remixed, and actually shows up in products. But openness can also accelerate the competition. Dario Amodei, the CEO of Anthropic, made a version of this point after DeepSeek’s 2025 releases: He wrote that export controls are “not a way to duck the competition” between the US and China, and that AI companies in the US “must have better models” if they want to prevail.
For the past decade, the story of Chinese tech in the West has been one of big expectations that ran into scrutiny, restrictions, and political backlash. This time the export isn’t just an app or a consumer platform. It’s the underlying model layer that other people build on. Whether that will play out differently is still an open question.
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