Notes on China

中国笔记

Dwarkesh Podcast

2025-03-06

19 分钟
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I’m so excited with how this visualization of Notes on China turned out. Petr, thank you for such beautiful watercolor artwork. More to come! Watch on YouTube. ---------- Timestamps (0:00:00) - Intro (0:00:32) - Scale (0:05:50) - Vibes (0:11:14) - Youngsters (0:14:27) - Tech & AI (0:15:47) - Hearts & Minds (0:17:07) - On Travel Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe
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  • Last week, I spent two weeks in China.

  • I visited Beijing, Chengdu, Amisham, Chongqing, Qinghai, and Hangzhou.

  • I went because, look, the big thing I tried to figure out on this podcast is what's happening in AI.

  • And the biggest unknown variable there is what's gonna happen in China.

  • I don't yet have the answer to this question.

  • This trip was a beginning of my curiosity about the country and not the capstone.

  • But as I learn more about China over the coming months, I hope to share what I learn with you.

  • Scale.

  • It's funny how China has basically the inverse problem as America.

  • We subsidize demand and restrict supply.

  • They subsidize supply and restrict demand.

  • We can't rebuild fallen bridges.

  • They build bridges to nowhere.

  • In the most desirable cities in this country,

  • every random Victorian house and park bench is a historic site that can't be disturbed.

  • There,

  • though bulldozed a 500-year-old temple to build an endless skyscraper complex that nobody wants to live in.

  • My overwhelming first impression was, wow, everything is so fucking big.

  • The cities themselves, the train stations,

  • the airports, the towering and endless apartment complexes.