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Video · 2026-07-27 · 2h 24m · 6 moments

Nathan Goes to China – Part 1: Tech & Agent Setup, Chinese AI UX, WAIC, and Attitudes on AI

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01
Fact

International roaming plans from foreign carriers effectively bypass China's Great Firewall, making unfettered internet access seamless for visitors who use them.

Nathan explains that international roaming bypasses the Great Firewall because traffic routes through the visitor's home carrier before reaching the open internet, and his experience confirmed it worked flawlessly throughout the trip.

transcript

Nathan: And really in today's world, if you have a cell connection, that's not really an issue at all. It seems that the great firewall is basically, I think by design, just really not an issue for foreigners who come in with the cell connection. And I'm not an expert in exactly how all this technology works under the hood, but my understanding is that when you go in with an international roaming plan, you are connected, of course, to the local cell tower with your phone, but that your traffic requests actually route back to your home carrier first. Then they get processed out to whatever websites or services you're trying to use and then they get routed back from your home carrier to the Chinese local carrier and finally to your phone. And so you're bypassing all of these content filters just based on the fact that you're there with an international roaming plan.

02
Claim

By measures of infrastructure quality, tech integration, and user experience, China's major cities feel more modern and more developed than comparable US cities.

Nathan proposes a blind comparison: spend a week in New York or San Francisco and a week in Beijing or Shanghai without knowing which country is which, and he believes an overwhelming majority would identify China as the richer country because of newer infrastructure and frictionless integrated services.

transcript

Nathan: if you were just to go to New York or San Francisco or both and then separately you were to go to Beijing and Shanghai or both and you didn't know anything about the countries or the history and probably would also have to mask the prices because the price differential is definitely significant and just spend a week in in each of these places and then ask which of these countries is the richer country. I think it would be pretty clear to most people. I think you would get honestly an overwhelming majority of people saying that China is the richer country because it does have newer stuff and more integrated lower friction experience that just feels like the future and it's ubiquitous across the at least the major cities that I've been to. But kind of a bottom line, what does it feel to be there litmus test? I think it does feel more modern and in some ways more developed than than life in the United States does, which is a pretty remarkable accomplishment

03
Claim

Chinese AI applications have over-refusal issues similar to Western AI, where answers on sensitive topics are partially generated and then retracted at the application deployment layer rather than by the underlying model.

Nathan describes asking Chinese AI about the Manchu ethnic group and watching the answer partially appear before being retracted, which he says confirms that censorship happens at the app deployment level, not within the models themselves.

transcript

Nathan: one time I asked what's up with the man group today? Are they still around? Are they still part of China? And there you would get the kind of classic old Sydney Bing experience where the model itself would answer the question and you'd see kind of the chain of thought. You might even see the beginning of an answer and then sometimes like with this Manchu question because again you're touching on something fairly sensitive in the Chinese political context of ethnic minorities. the answer is in the process of unrolling in front of you and then you would get this pullback. You'd see the answer disappear and then you'd see, I'm sorry, I can't help you with that. Ask a different question or whatever. And again, this wasn't something that I think they really even necessarily meant to censor. And not all of the apps censored it the same way. I was able to get some answers from some apps that I wasn't able to get from other apps. it goes to show that in many ways the the Chinese ecosystem has a lot of the same things going on that we do where people are trying to make sure that they're on the right side of regulators on the right side of history acting responsibly as they understand it and at times that can go a little too far and it can interfere with the user experience but this is also consistent with the reporting that I've seen in many places that the Chinese models themselves are not very censored it's the actual deployed application experiences that usually contain the censorship

rebuts · 1

04
Claim

China's comprehensive surveillance system makes everyday life incredibly safe today, but creates significant risk for future political abuse if leadership succession falters.

Nathan describes how China's extensive surveillance and data integration makes the country feel very safe — lost phones are recovered within hours — but notes the system's potential for abuse is extremely high if political stability breaks down after Xi Jinping, a risk nobody he spoke to could meaningfully address.

transcript

Nathan: In China it's like pretty tight. The expectation is that you are being watched that you don't have digital privacy and the results is that crime is low. the potential for abuse I think is like pretty high but from what I saw as of now it seems to be working. I think there is definitely you know one way to to model what is happening there in terms of risk is that they may be putting a lot of risk into the future. One question that I asked people multiple times is like what happens when President Xi retires or what would happen if he were to suddenly die and basically as of now nobody has any idea. there's no successor that anybody can identify. There could be a real power struggle. Obviously, the the apparatus that they've created and the ability to surveil people if there was a power struggle or if there was disscent or whatever, the potential for abuse could be like extremely high. I think it's it's already you don't step out of line, right? So, as of now, things are under control and people are playing by the rules. There's not too many people that are stepping out and so there's not too much need to to abuse. It's all under control. But this does, I think, create significant risk for the future if things were to go haywire.

provides context · 1

05
Context

Chinese society shows a notable comfort with contradiction that contrasts with Western demands for logical consistency, allowing behaviors like widespread VPN use despite illegality to coexist without cognitive dissonance.

Nathan observes that VPNs are technically illegal in China yet universally used by researchers and even officially provided by major companies, and people are completely open about it without fear — a contradiction that Westerners would feel compelled to resolve but Chinese society simply accepts.

transcript

Nathan: it's illegal to use a VPN but everybody does it. And not only does everybody do it now everybody the people that I met with all do it right. They and you might have noticed of course there's a lot of Chinese people on Twitter a lot in the AI space like how are all these Chinese AI researchers at Chinese companies on Twitter if Twitter is blocked by the great firewall. The answer is they use VPNs even though it's technically illegal it's accepted to the point of being commonplace and companies even provide them in some cases. They have a company VPN that they can use that is official. It's officially provided by the company to them. So, it's not just random one-off people downloading apps and circumventing the rules. It's like the company is giving you a VPN and this is a fairly well-known company. So, what's up with that? People are not worried about getting busted for their VPNs. That was like they're very comfortable with it, open with it. Never heard of anybody getting into trouble. Somebody said it would be like getting struck by lightning.

provides context · 1

06
Anecdote

Doubao, ByteDance's AI assistant, has become the most broadly diffused AI in Chinese society by functioning as a non-judgmental companion that people use for emotional support on topics they cannot discuss with anyone else.

Nathan shares how his tour guide at the Forbidden City told him that Doubao is used for things people cannot talk about with anyone else — like relationship doubts — because it never judges, and that this companionship use is accepted across generations, even among parents.

transcript

Nathan: two women actually said that their moms had made some comment to them like look at what Dough Bao said to me. Why can't you be so nice and sweet to me like Dao is? So there's definitely like a companionship element to it. And this tour guide woman at the Forbidden City said when Chinese society there's some things you can't really talk about with anybody, but you can talk about those things with DBA and nobody will judge you. Do won't judge you. And I was like, what what kind of things are we talking about? And she said, maybe you have a boyfriend, for example, and you decide you don't like that boyfriend anymore. want to change your boyfriend or whatever, that's the kind of thing that you would talk to do bow about. I said, 'What would you have done in the past with no DBA?' And she said, 'Nah, just keep it to yourself.' I have no idea how representative that is, but it was interesting. And it was interesting that she found a lot of value in DBA and that it seems like that's a pretty common thing. And I also heard this nobody will judge you both in the sense that DBA itself will not judge you, but also that people will not judge you for using Dvao. the idea that you're you have some sort of emotional connection or you get emotional support or you have a real relationship real being whatever you want to mean by real with dobao that seemed to be tolerated accepted understood as kind of an increasingly normal part of society even among people of various age groups

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