Nathan Lambert访华：中国AI实验室的速度、文化与全球竞赛

导语

2026年4月，美国AI研究员Nathan Lambert开启了一场中国AI实验室深度探访之旅。他密集走访了北京和杭州的月之暗面、智谱、清华系团队、美团、小米、蚂蚁、灵异万物（即01.AI）等多家机构。回到美国后，他撰文分享了此行的“谦卑”收获与核心观察。本文基于《硅谷101》对他的专访，提炼出这位长期活跃在美国开源模型最前沿的研究者，如何透过第一视角，理解中国AI生态的结构、文化与中美竞赛的微妙动态。

金句

• "If you put a gun to my head, I would say of today, the biggest Chinese [model] is... Me and GP, then all of these Chinese companies combined." ——如果非要我说，我认为如今中国最大的模型是... Me和GP（指代某些模型），然后才是其他所有中国公司的模型加起来。
• "The models are so competitive, but then when you learn more about all the talent there, it becomes somewhat normalized." ——这些模型如此有竞争力，但当你了解到那里的人才储备时，这又变得有些常态化了。
• "It feels like a Bay Area feeling where you can just walk between all the leading AI companies of the region." ——这感觉就像湾区，你可以在区域内所有领先的AI公司之间步行穿梭。
• "Chinese companies have a technology ownership mentality. They want to build rather than buy if at all possible." ——中国公司有一种技术所有权心态。如果可能，他们更愿意自建而非购买。
• "In the last year, US has ceded the open model leadership to China, especially since the summer of 2025." ——过去一年，美国在开源模型领域的领导地位已经让给了中国，尤其是从2025年夏天开始。

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=== SUGGEST=== topic | stance | quote | date 中国AI生态的“技术所有权”文化 | 中国公司倾向于自研而非采购AI技术，以掌控长期发展和成本。 | “Chinese companies have a technology ownership mentality. They want to build rather than buy if at all possible.” | 2026-04 中美开源模型领导地位转移 | 自2025年夏天起，中国已在开源模型领域取得领先地位。 | “In the last year, US has ceded the open model leadership to China, especially since the summer of 2025.” | 2026-04 中国AI人才的年轻化优势 | 中国实验室大量启用极其年轻的核心研究者，他们专注、全身心投入，加速项目推进。 | “You go to the labs... a lot of these researchers are so young... These people are so hungry.” | 2026-04 中美AI研究文化差异 | 中国研究更务实、聚焦技术实现，美国则更多讨论AI的社会影响与哲学方向。 | “Top US researchers are talking about where AI will be going... that whole conversation didn't really come up in China.” | 2026-04 算力是共同瓶颈，但社会焦虑不同 | 中国研究者对算力受限感到焦虑，但社会层面缺乏美国那样的AI失业广泛焦虑。 | “There's definitely an anxiety of not being able to keep up in compute... Otherwise, there's less social anxiety.” | 2026-04