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  "text": "Just came back from China, some early thoughts:\n\nLife observations:\n- the great firewall is not that great, so easy to get a vpn or an e-sim that has one\n- hongkong is surprisingly really run-down, locals have said it’s way past its prime\n- everyone of all ages in china doomscrolls (douyin/xiaohongshu for gen z, wechat for boomers)\n- chinese immigration is hella efficient and automated with face recognition (i look chinese and have a 10-year visa tho)\n- shenzhen has 18M+ people but the city does not feel dense at all\n- china loves heavy packaging (delivery food, consumer goods, etc.)\n- life is generally more convenient than in the US (safety, delivery food, transport, etc.)\n\nTech observations:\n- speed is everything in china\n- for software, consumer > b2b because chinese companies don’t trust each other for enterprise deals + labor is cheap so b2b software can just be built in-house\n- chinese VCs are super risk averse, that’s why the US is still the king of 0-1, while China thrives in the 1-100 (master of scale and second mover advantage)\n- fierce national competition, copying each other is a given, most industries seem winner-takes-all\n- chinese app UIs maximize optionality, that’s why they feel so dense and chaotic\n- big culture of after-lunch naps in the workplace\n- big companies have special trade schools right next to their factories to create a direct pipeline of loyal specialized workers",
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