We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Why China's AI Strategy Just Might Work — With Grace Shao

Why China's AI Strategy Just Might Work — With Grace Shao

2025/4/16
logo of podcast Big Technology Podcast

Big Technology Podcast
AI Deep Dive AI Chapters Transcript
People
G
Grace Shao
Topics
Grace Shao: 我认为DeepSeek并非特例，它展现了中国AI的全球竞争力，并提升了中国AI领域和创业者的信心。新一代中国AI创业者与以往不同，他们更注重认可、影响力和使命感，而非单纯追求金钱，并怀有强烈的民族自豪感和全球创新愿望。中国AI行业拥抱开源模式，并非为了打压美国，而是因为中国SaaS普及率低，企业软件生态薄弱，商业模式更倾向于面向消费者，因此开源有利于快速发展应用层创新。中国AI公司开源模型，是为了构建基于大型语言模型的消费者应用，通过开源吸引开发者，加速技术发展，最终在应用领域竞争获胜。中国在AI领域的全球竞争力，不仅体现在DeepSeek等尖端模型的突破，更在于其强大的产品化能力，以及在机器人等物理AI领域的领先地位，特别是在将AI技术融入消费者应用方面。中国AI技术快速普及的原因是多方面的：政府大力支持，数据保护法规相对宽松，以及中国消费者对新技术的接受度和互联网普及率高。西方低估了中国AI领域的创业活力，以及中国公司在规避美国出口管制方面的能力。DeepSeek的成功标志着中国AI发展的一个重要转折点，也促使中国政府对科技和AI的政策发生了重大转变，更加支持AI创业。DeepSeek创始人梁文锋家乡对他的成功给予了高度赞扬，这反映了中国社会对向上流动的重视和对成功学者的推崇。中国在人形机器人领域处于领先地位，这得益于其在制造业方面的长期积累和软硬件结合能力，但目前缺乏相关的安全监管标准。杭州作为中国重要的AI发展中心，其地理位置、产业基础和政府政策都促进了AI产业的繁荣发展。Manus等AI智能体展现了AI应用层面的创新，但并未从根本上改变AI发展的基础认知，其主要作用是替代一些初级工作。芯片短缺是制约中国AI公司成为全球力量的主要瓶颈，除非国内企业在芯片领域取得突破。

Deep Dive

Chapters
This chapter explores whether DeepSeek's success was an isolated incident or indicative of a larger trend of Chinese AI's global competitiveness. It discusses the factors contributing to the rise of Chinese AI, including talent, open-source models, and nationalistic sentiment.
  • DeepSeek significantly altered global perceptions of scaling laws.
  • A new generation of Chinese AI entrepreneurs is driven by recognition and influence, not solely profit.
  • Geopolitical tensions have fostered a stronger desire among Chinese AI developers to contribute to global innovation.

Shownotes Transcript

Grace Shao is a Hong Kong-based writer and analyst, and author of AI Proem on Substack newsletter. She joins Big Technology Podcast to discuss China's rise in artificial intelligence, and whether (and how) it can be a global player. Tune in to hear how China's AI startups are rapidly productizing cutting-edge tech, why it keeps developing open-source models, and why it's surging in robotics. We also cover AI agents like Manus, chip shortages, and the entrepreneurial resurgence transforming Chinese tech culture. Hit play for an essential conversation on China’s AI ambitions and their global implications.

You can read more from Grace here: https://open.substack.com/pub/aiproem)

Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.

For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/)

Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology)

Questions? Feedback? Write to: [email protected]