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cover of episode Why the World Keeps Getting Shocked by China's Technological Progress

Why the World Keeps Getting Shocked by China's Technological Progress

2025/5/10
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K
Kaiser Kuo
T
Tracy Alloway
知名金融播客主播和分析师，专注于市场趋势和经济分析。
Topics
Kaiser Kuo: 我认为人们低估了中国转型的速度和压缩程度。短短几十年间，人均GDP发生了翻天覆地的变化。人们往往忽视了中国在硬件和软件发展上的巨大差异，以及由此产生的误解。中国更重视技术的规模化和普及，而非仅仅关注原始创新。中国对技术的总体态度比西方更乐观，对技术的潜在风险的担忧也更少。中国民众普遍认为科技进步与自身生活水平的提高密切相关，这减少了他们对技术的怀疑。中国领导层的构成（大量工程师背景）影响了社会对科技发展的重视程度和人才培养方向。中国完善的制造业基础设施和高效的产业链协同，促进了科技创新的快速迭代。中国政府通过设定关键绩效指标（KPI）的方式，将国家战略目标转化为地方政府和个人的行动指南，从而推动科技发展。中国政府会提前明确国家发展重点领域，并提供相应的政策支持和资源倾斜，引导社会资源向这些领域集中。DeepSeek的成功转型与中国政府政策导向密切相关，并非偶然事件。美国对中国的技术封锁反而促进了中国科技的快速发展。中国科技人才的激励机制与美国类似，都追求财富和成功。中国文化产品出口的滞后与国家经济发展阶段和政府对软实力的过度关注有关。 Joe Weisenthal: 与Kaiser Kuo的讨论让我对中国科技发展有了更深入的理解，特别是政府如何通过设定优先级和鼓励地方竞争来有效地将国家战略转化为实际行动。 Tracy Alloway: 中国政府在政策执行方面的效率和确定性高于美国，这有助于引导资源向重点领域集中。

Deep Dive

Shownotes Transcript

Over the last several years, the world has watched as China edges close to or past the technological frontier in more and more areas. Earlier this year, US investors were jolted even further when DeepSeek's AI model proved to be close to the state of the art American models. So what is the process by which China actually develops new tech? Why has it worked out so well? And how do priorities set by President Xi Jinping actually get transmitted to researchers and businesses? On this episode, we speak to Kaiser Kuo, the host of the Sinica podcast. He discusses the cultural dimension of tariffs, and what he sees as a fundamentally different attitude towards the benefits of technological progress in China vs. what is seen in the US.Read more:I’m a DeepSeek AI Bro Now)

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