Nathan Lambert：中国 LLM 数据经济落后美国 6–12 个月
This is the best piece I’ve read to date on the Chinese data economy for LLMs, and how it compares to the US counterparts (summarized by Mercor, Surge, and Hand
Nathan Lambert 称其读到关于中国 LLM 数据经济的最佳分析：Mercor、Surge、Handshake 拥有最大数据供给网络，另有大量公司提供 RL-ready 环境等专项服务。中国主要投入方是腾讯、阿里、字节跳动，与美国由 OpenAI、Anthropic 主导的格局不同；美团、小红书、小米等更倾向自建 LLM。他认为中国实验室在数据投入意愿上比美国落后 6–12 个月，但正快速追赶。
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This is the best piece I’ve read to date on the Chinese data economy for LLMs, and how it compares to the US counterparts (summarized by Mercor, Surge, and Handshake having the biggest network, SUPPLY, but also many companies with specialized services, in the form of RL-ready environments). China’s leading spenders, Tencent, Alibaba, and ByteDance, don’t mirror OpenAI and Anthropic leading the US market.
The Chinese market likely has a bias similar to their “ownership” mentality of more LLM builders in house, like Meituan, RedNote, and Xiaomi, whereas major US tech services build more on APIs and existing open-weight models.
Altogether, it seems like Chinese labs were 6–12 months behind on willingness to spend on data, relative to the US, but are rapidly catching up.
I've been hearing lots of murmurings on China's AI industry, but folks are secretive, so it's hard to put this all together.