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Chinese AI labs are catching up quickly, with recently released GLM-5.2 and Meituan releasing LongCat-2.0 (trained and run entirely on domestic chips). Recently, a group of U.S. AI researchers traveled to China to get a firsthand look at the country’s fast-moving AI ecosystem. During the trip, they visited AI labs and companies across Beijing, Hangzhou, and Shanghai, meeting with teams from Alibaba, Moonshot AI, Zhipu AI, Tsinghua University, Meituan, Xiaomi, Qwen, Ant Group, and Nathan Lambert @natolambert , a prominent AI researcher known for his work on RLHF and open-source AI, joined the trip. What did someone who has spent years at the front lines of America’s open-model movement see when he stepped inside China’s AI labs? How is the competition between the United States and China changing? And what does the next phase of the global AI race look like? In this episode of Silicon Valley 101, we flew to Seattle and sit down with Nathan to talk about what he learned in China — and where he believes the AI world is heading next. English version: Chinese subtitle version:

$GOOGL says AI Mode has surpassed 1B monthly users while AI Mode and AI Overviews are generating additional searches rather than replacing existing activity. That answers the first part of the Search debate on whether people will keep using Google in an AI world while the second is whether Google can monetize those AI answers without damaging Search fundamentals. The company is already placing clearly labeled ads inside AI Mode and using Gemini to understand and monetize longer, more complex queries that were previously difficult to serve.

THREE LANGUAGES. THREE LIVE AI APPLICATIONS. THREE COMPLETE RESUMES. 2 MINUTES, 27 SECONDS. ZERO HIDDEN CUTS. The first note looked like absolute trash. It had been scribbled on, torn across the top, crushed into a ball, and reopened live on camera. One job was partially split by the tear. Some of the writing was barely legible. ECHO read it anyway: It recognized the progression from cashier, to barista, to shift leader. Then it transformed a damaged piece of paper into a professional résumé positioned for the next step: café manager. Then it did it again in Vietnamese. Then again in Japanese. Each note was attached live. Each application was running independently in its community’s language. Each résumé remained on screen long enough to be read. There were no hidden cuts. We only accelerated the waiting time. During a week when most of the AI world was debating regulation, platforms, and what might break next, we quietly built a working piece of the future. And we built it for more than one community: LATAM. Việt Nam. 日本. You did not simply watch ECHO. You tested it. Challenged it. Corrected it. Shared it. And carried this company beyond 200M views in three weeks. So we are building the next phase with you. We are not merely translating an American product after the fact. We will continue developing Pattern Audit, Drift Forensics, and the deeper ECHO Premium systems that help people use AI with more clarity, structure, and judgment. At the same time, ECHO Careers will continue building practical tools for the person trying to get hired, change careers, prepare for an interview, negotiate compensation, or finally communicate the value of years of real work. And for the students and families preparing for university: We have not forgotten you. ECHO Academia begins rolling out August 1. We have already built new tools for applications, essays, interviews, degree discovery, and the documents families are expected to understand without ever being taught how. Careers and Academia are already operational across our languages. The dedicated website for job seekers and university applicants is complete. It will open in the coming weeks. This summer, we will preview the rooms one by one: Not rushed. Not reduced. The same standard of excellence for every community. Phase I proved the architecture. Phase II applies it to opportunity. 🇪🇸 LATAM Lo que acabas de ver no fue una maqueta. Las tres aplicaciones estaban activas, usando IA en vivo, y cada currículum se generó a partir de la nota que apareció en pantalla. La nota de LATAM estaba rota, arrugada, tachada y apenas legible. Aun así, ECHO convirtió una trayectoria real, cajero, barista y jefe de turno, en un currículum profesional orientado al siguiente paso: gerente de cafetería. No hubo cortes para ocultar el proceso. Solo aceleramos el tiempo de espera. Seguiremos desarrollando Pattern Audit, Drift Forensics y las herramientas profundas de ECHO. También seguiremos construyendo para quienes buscan empleo, una mejor carrera y una oportunidad real de demostrar lo que saben hacer. Y para quienes quieren entrar a la universidad: ECHO Academia comienza el 1 de agosto. 🎓 Las aplicaciones en español ya están funcionando. Muy pronto podrán verlas en acción. 🇻🇳 VIỆT NAM Những gì bạn vừa xem không phải là một bản mô phỏng. Cả ba ứng dụng đều đang hoạt động trực tiếp bằng AI thật. Mỗi CV được tạo từ chính tờ giấy ghi chú xuất hiện trên màn hình. Không có cảnh cắt để che giấu quá trình. Chúng tôi chỉ tăng tốc thời gian chờ. ECHO sẽ tiếp tục phát triển Pattern Audit, Drift Forensics và những công cụ giúp mọi người sử dụng AI rõ ràng, an toàn và có định hướng hơn. Đồng thời, ECHO Careers sẽ tiếp tục xây dựng cho những người đang tìm việc, đổi nghề, luyện phỏng vấn, thương lượng lương hoặc muốn biến kinh nghiệm thật của mình thành một hồ sơ chuyên nghiệp. Và đối với các bạn học sinh, sinh viên và gia đình đang chuẩn bị cho đại học: Chúng tôi chưa quên bạn. ECHO Academia bắt đầu được giới thiệu từ ngày 1 tháng 8. 🎓 Các ứng dụng tiếng Việt đã hoạt động. Những bản trình diễn đầu tiên sẽ sớm ra mắt. 🇯🇵 日本 今ご覧いただいたのは、演出用のモックではありません。 3つのアプリはすべて実際に稼働し、画面に映ったメモから、それぞれの言語で履歴書を作成しました。 結果を隠すためのカット編集はありません。 待ち時間だけを早めています。 ECHOはこれからも、Pattern Audit、Drift Forensics、そしてAIをより明確に、構造的に、適切な判断とともに使うためのツールを開発し続けます。 同時にECHO Careersでは、就職、転職、面接準備、給与交渉、そしてこれまでの経験を正しく伝えるための実用的なツールを作り続けます。 そして、大学進学を目指す学生とご家族へ。 皆さんのことも忘れていません。 ECHO Academiaは8月1日から順次公開します。🎓 日本語版のアプリはすでに稼働しています。 デモも近日公開します。 Try Pattern Audit + Drift Forensics free now: 🌊 🌊 🌊 🌊 For exclusive career content and professional releases: 💼 Follow Restrained Depth AI on LinkedIn. For ECHO Academia, university applications, and content built for students and families: 🎓 Follow Restrained Depth AI on Instagram and Facebook. Want early demo access, feedback invitations, and launch updates for Careers and Academia? 📩 Join the founding list: DM Career or Academia We helped people build businesses and brands. Now we are building for the job seeker, the student, and the family trying to reach what comes next. The future should not belong only to the people who already know how the system works.

Xbox CEO Asha Sharma says AI will not replace AAA games anytime soon. She pushed back against the idea that AI world models could take over traditional game development “I don’t necessarily see world models replacing 50 to 80 hours of gameplay.” Sharma explained that great games are more than just large worlds. They need strong stories, balanced gameplay, good level design, and memorable moments, elements that still require human creativity and careful planning. She made it clear that AI should help developers rather than replace them. “I’m not saying AI replaces creators,” the technology should be used as a tool to improve development. According to Sharma, AI can assist with tasks like creating assets, testing games, and speeding up workflows, but the people behind the games remain essential.