ChinaTalk

Overfit: Shenzhen vs SF Vibes, Model Progress, Jordan a Berkeley Bowl Hater

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Sep 25, 2025
Jasmine Sun, a technology and China-focused writer, shares vibrant insights from her recent trips to Shenzhen and Shanghai, highlighting the optimism within China's tech scene. Nathan Lambert, an AI analyst, discusses advancements in AI models and coding agents, emphasizing the practical applications of these tools. They explore the cultural contrasts between the Bay Area's vibe and Shenzhen's dynamic energy. The conversation also touches on the interplay between Western and Chinese tech ecosystems and the intriguing challenges of AI development.
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ANECDOTE

China Tech Trip Vibes

  • Jasmine described a 10-day tech trip across Hong Kong, Shenzhen, Hangzhou, Yuyao and Shanghai meeting researchers, startups, and factories.
  • She felt spirits were high in Chinese tech and people believed “it is the Chinese century.”
INSIGHT

Mutual Recognition Of Strengths

  • Chinese contacts acknowledged U.S. will likely keep leading frontier AI research while feeling energized by renewed American attention.
  • Both sides treat events like DeepSeek as metonyms for broader shifts in tech and manufacturing attention.
ANECDOTE

Chinese Labs Reach Out Directly

  • Nathan receives direct messages and invites from Chinese labs offering early access to model releases and demos.
  • He described labs sending logs and preview invites for major conference announcements like Quen releases.
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