【文章标题】：An American Engineer in China 【文章标题】：一位美国工程师在中国
【文章正文】： 【文章正文】：
Hi friends 👋 ,
朋友们👋，
Happy Tuesday!
周二快乐！
A few weeks ago, a longtime not boring reader and one of my smartest friends, someone I go to with questions on everything from energy to robotics, told me that he was going to China. Over the next few months, he planned to meet with energy, AI, and hardware companies and develop his China Fingerspitzengefühl.
几周前，一位长期阅读 not boring 的读者、也是我最聪明的朋友之一——我遇到从能源到机器人等任何问题都会去请教的人——告诉我他要去中国。在接下来的几个月里，他计划与能源、人工智能和硬件公司会面，并培养他对中国的敏锐直觉。
Would I be interested in sharing what he learns in real-time with not boring’s readers? Incredibly easy yes.
我是否有兴趣将他的实时见闻分享给 not boring 的读者？毫无疑问，非常愿意。
If you are interested in the types of companies and technologies we write about in not boring, you probably need to understand China better.
如果你对我们写在 not boring 中的公司类型和技术感兴趣，你很可能需要更好地了解中国。
I
我
need to understand China better. It currently dominates the
需要更好地了解中国。一方面，它目前主导着
Electric Stack
电力技术栈
, for one thing, and the next few decades will see Western companies compete with Chinese ones to bring the best products to the world market, to say nothing of geopolitics.
，未来几十年，西方公司将与中国公司竞争，将最好的产品推向世界市场，更不用说地缘政治了。
There are a number of great China-focused blogs for western audiences out there - I like
外面有很多面向西方读者的优秀中国主题博客——我喜欢
Sinocism
Sinocism
,
，
China Talk
China Talk
,
，
Tech Buzz China
Tech Buzz China
, and
和
Hello China Tech
Hello China Tech
, not to mention Dan Wang’s great book,
，更不用说 Dan Wang 的杰作
Breakneck
《Breakneck》
,
，
but there are many more - but I think there’s something particularly interesting about riding along with someone sharp, curious, and motivated as they land in China with a bunch of imported questions, try to answer them, realize they were probably the wrong ones, ask new ones, and seek
但还有很多——但我认为，跟随一个敏锐、好奇、有动力的人，带着一堆外来的问题落地中国，试图回答这些问题，意识到它们可能是错误的问题，提出新问题，并寻找
those
那些
answers. The process is often more illuminating than the output.
答案，这个过程特别有趣。过程往往比结果更有启发性。
We decided to share his field notes as a series for paid not boring world subscribers for a few reasons:
我们决定将他的实地笔记作为系列分享给 not boring world 的付费订阅者，原因如下：
This is exactly the kind of thing I want to publish for paid subs in
这正是我想为
not boring world
not boring world
: an operator sharing raw information with a little intelligent interpretation through his own earned lens.
的付费订阅者发布的内容：一位实践者通过自己积累的视角，分享原始信息并加以少量智能解读。
So that he can be more open with his discoveries and analyses, and move freely.
这样他可以更开放地分享他的发现和分析，并自由行动。
For that same reason, he’s writing under a pseudonym: “Matthew.”
出于同样的原因，他用笔名“Matthew”写作。
Over the past couple of weeks, as we’ve chatted from across the globe, I’ve been amazed by how fast “Matthew” went from American outsider to someone in the right WhatsApp chats to conversations with increasingly heavy hitters. You can see that evolution already in today’s piece - from wide-eyed tourist to factory tours. In just the few days since the ones we cover here, he’s gone deeper still.
在过去几周里，当我们隔着全球聊天时，我惊讶于“Matthew”从美国局外人迅速变成进入正确 WhatsApp 群聊、与越来越重量级人物对话的人。你可以在今天的文章中看到这种演变——从睁大眼睛的游客到工厂参观。在我们这里报道的几天之后，他走得更深了。
Today, for our first installment, we’re including some of his initial impressions of Hong Kong and the mainland above the paywall as an introduction, but most of the good stuff today and going forward for the next couple of months will be for not boring world subscribers. Subscribers can also ask any questions on China you have — specifically around hardware, energy, AI, and manufacturing, but really, just throw anything at us. Send them over to me and he’ll dig, as he’s generally quite curious about China beyond his immediate interests.
今天，作为我们的第一期，我们将在付费墙之上分享他对香港和大陆的一些初步印象作为介绍，但今天以及未来几个月的大部分精彩内容将面向 not boring world 订阅者。订阅者还可以提出你对中国任何问题——特别是围绕硬件、能源、人工智能和制造业，但真的，任何问题都可以抛给我们。把问题发给我，他会去挖掘，因为他通常对超越他直接兴趣的中国非常好奇。
Understanding China as more than a cartoonish adversary is critical for anyone who wishes to compete with its companies, and for those who simply want to better understand the world. I hope that Matthew’s adventure will give you a specific and increasingly nuanced view of how they do what they do, and why, and what they might do next, and what it all means for American technology companies, through the eyes of an American engineer.
对于任何希望与中国公司竞争的人，以及那些只想更好地了解世界的人来说，将中国理解为一个不仅仅是卡通化的对手至关重要。我希望 Matthew 的冒险能通过一位美国工程师的眼睛，为你提供一个具体且日益细致入微的视角，了解他们如何做事、为什么这样做、他们下一步可能做什么，以及这一切对美国科技公司意味着什么。
Let’s get to it.
让我们开始吧。
An American Engineer in China
一位美国工程师在中国
Field Notes #1: The First 11 Days
实地笔记 #1：最初 11 天
Introduction
引言
This piece will cover my first 11 days in China. The purpose of my extended trip is to learn about and meet with Chinese energy equipment companies and factories, but I’m also curious about China’s culture and financial ecosystem.
这篇文章将涵盖我在中国的最初 11 天。我这次延长旅行的目的是了解并会见中国的能源设备公司和工厂，但我也对中国文化和金融生态系统感到好奇。
In the first section, I was an outsider getting a feel for China and getting invited to the right WeChat group chats. As I did, I began getting invited to factories and having discussions with more and more “mainlanders” who helped fill my knowledge gaps about the country. Throughout the piece, I’ll share a mix of my experiences and key takeaways.
在第一部分，我是一个局外人，正在感受中国，并被邀请加入正确的微信群聊。随着我这样做，我开始被邀请参观工厂，并与越来越多的“大陆人”讨论，他们帮助填补了我对这个国家的知识空白。在整篇文章中，我将分享我的经历和关键要点的混合。
Three Biggest Takeaways:
三大要点：
The China of 2036 will be vastly different than the China of 2026.
2036 年的中国将与 2026 年的中国截然不同。
Companies that used to manufacture luxury handbags are now becoming the brands themselves. Investors who used to copy American VCs are now running their own state-backed deeptech playbooks. Battery cell companies are becoming grid, datacenter, and asset-owning companies. If you aren’t heavily updating your mental model of China after this piece, then you will get blindsided.
曾经为奢侈手袋代工的公司现在正成为品牌本身。曾经模仿美国风投的投资者现在正在运行他们自己的国家支持的深科技策略。电池电芯公司正在成为电网、数据中心和资产持有公司。如果你在读完这篇文章后没有大幅更新你对中国的心理模型，那么你将会措手不及。
China is heterogeneous.
中国是异质的。
China has so many different dialects, dresses, jobs, climates, educational attainments, and personalities that I feel as though I could spend centuries in China learning new things. Beware of anyone who makes reductive stereotypes about the country, positive or negative.
中国有如此多不同的方言、服饰、工作、气候、教育程度和个性，以至于我觉得我可以在中国花几个世纪学习新事物。要警惕任何对这个国家做出简化刻板印象的人，无论是正面的还是负面的。
China is big.
中国很大。
Yes, this is “obvious,” but you don’t viscerally
是的，这很“明显”，但直到你随意看到成排的数百座摩天大楼，以及单个公司的产量超过整个国家的行业，你才会发自内心地
feel
感受到
it until you casually see hundreds of skyscrapers in a row and single companies outproducing the industries of entire countries. Everything else just seems so…puny.
它。其他一切都显得如此……渺小。
Sectio
章节（原文如此，可能为“Section”截断）