中国企业如何接管美国
正文翻译
CNBC Marathon covers the changing U.S. business landscape as Chinese firms continue to influence food and drink, entertainment and artificial intelligence.
CNBC Marathon报道了美国商业格局的变化，随着中国公司继续影响食品饮料、娱乐和人工智能领域。
CNBC Marathon报道了美国商业格局的变化，随着中国公司继续影响食品饮料、娱乐和人工智能领域。
评论翻译
@xdragus
US: Their coffee is a national security threat because they installed nanomachines into their liquids to spy on you
美国：他们的咖啡是国家安全威胁，因为他们在液体中安装了纳米机器，用来间谍监视你。
@4-SeasonNature
Boeing, GM, Chrysler, Coca Cola, Pepsi Cola, McDolanlds, Burger King, Pizza Hut, Starbucks, Subway, Walmart, Costco, etc. have been taking over the Chinese market for decades. Nobody in China thought they were threats.
波音、通用、克莱斯勒、可口可乐、百事可乐、麦当劳、汉堡王、必胜客、星巴克、赛百味、沃尔玛、好市多等公司已经占领了中国市场几十年。没人认为它们是威胁。
@deicide6403
for a country that preaches about freedom, they seem to limit our choice of what product we want to buy by banning them.
一个宣扬自由的国家，似乎通过禁令限制我们购买产品的选择。
@Laurence-qf1cr
If you think Luckin coffee is a threat to US brands, wait till BYD EV entering US market
如果你认为瑞幸咖啡是美国品牌的威胁，那等BYD电动汽车进入美国市场吧。
@GriffinWu
20 years ago when I was a kid, China was still quite poor. Back then, McDonald's was a huge luxury. My parents would only take me there as a reward if I ranked in the top 10 in my exams. That one meal would keep me happy for days. Starbucks? I didn't even dare to dream about that.
But now, McDonald's is just cheap fast food, and I can grab a Starbucks whenever I want. We even have Chinese brands opening stores in the US now. Honestly, this is something I never could have predicted 20 years ago.
20年前，当我还是个孩子时，中国还很贫穷。那时候，麦当劳是巨大的奢侈品。我的父母只有在我考试排名前十时才会带我去。那一顿饭能让我开心好几天。星巴克？我甚至不敢做梦。但现在，麦当劳不过是便宜的快餐，我想喝星巴克随时都能喝。现在我们甚至有中国品牌在美国开店。老实说，这是20年前我完全无法预测的事情。
@araara4746
I thought it was the US that had been preaching to the world about free markets for decades. Or was I wrong?
我以为是美国几十年来一直在向世界宣传自由市场。还是我错了？
@rajanlad
Maybe people don't have money to buy American stuff , cause the CEO needs his super mansion , so increase the prices
也许人们没有钱买美国东西，因为CEO需要他的超级豪宅，所以提高了价格。
@andysofly1
American companies only focus on paying their exec, share buybacks and dividends, and have stopped focusing on innovation it's about time we see some competition.
美国公司只关注支付高管薪酬、股票回购和股息，停止了对创新的关注，现在正是时候看到一些竞争了。
@aroh_yadav
Another national security B.S and excuse to ban Chinese companies
又是国家安全的废话和禁止中国公司进入市场的借口。
@emmanuelharbor2350
i love this healthy competition to shake up American companies who become complacency overtime, while being stale after a historical rise!
我喜欢这种健康的竞争，它能打破美国公司随着时间推移变得自满的局面，同时这些公司在历史性崛起之后变得陈腐！
@Hungry_inhouston
Lets hope the flood the market with Chinese brands, these US companies need more competition
希望中国品牌能涌入市场，这些美国公司需要更多的竞争。
@Asparas-d7t
For decades, it has been considered normal for thousands of American companies to operate and generate huge profits in China. Yet, if a Chinese company attempts to enter the American market, the media erupts and systematically portrays it as a threat. This reflects an unhealthy supremacist mentality that rejects any form of fairness. Always double standard!
几十年来，成千上万的美国公司在中国运营并赚取巨额利润被认为是正常的。然而，如果一家中国公司尝试进入美国市场，媒体就会爆发，系统性地将其描绘为威胁。这反映了不健康的优越主义心态，拒绝任何形式的公平。总是双重标准！
@M4NA5
Rising inflation and cost of living has reduced the amount most people are willing to pay for a cup of coffee , and with the rise in mobile ordering, the Starbucks' special experience (and hence brand equity) you got before is no longer relevant. This can largely be applied to QSRs who're all seeing declining revenues while small, niche stores who're offering reasonably priced food are thriving.
通货膨胀和生活成本的上升减少了大多数人愿意为一杯咖啡支付的金额，而随着移动订购的兴起，星巴克以前的“特殊体验”（因此品牌价值）已经不再相关。这在快速服务餐厅（QSR）中普遍适用，所有这些餐厅的收入都在下降，而提供价格合理食品的小型特色店正在蓬勃发展。
@ronaldng3013
I don't doubt Luckin's operational model will succeed anywhere in the world. However, the "Not So Sweet" vibe will not go down well in the US, they need their overly sweetened fix.
我不怀疑瑞幸的运营模式在世界任何地方都会成功。然而，那种“并不甜”的口感在美国不会受欢迎，他们需要那种过度甜化的味道。
@theflexitech
China owns the worlds most popular online game and it feels like they used it to get people to agree to policing grammar and speech.
中国拥有世界上最受欢迎的在线游戏，感觉他们利用这个游戏让人们同意监管语法和言论。
@1998
Fun fact: the Chinese market is the most important for many American franchises. KFC (8 billion revenue in China vs 3 billion in USA), Wynn Resorts / Las Vegas Sands in Macau (1 billion, vs 600 million in USA) , etc.
American chains are all over China. Pizza Hut, KFC, Starbucks, Mcdonalds, Burger King, Costco, Walmart, just to name a few. In fact the they are better quality there than in the states.
有趣的事实：对于许多美国连锁品牌来说，中国市场是最重要的。肯德基（在中国收入80亿，而美国是30亿），永利度假村/拉斯维加斯金沙集团在澳门（10亿，而美国是6亿）等。美国连锁店遍布中国。必胜客、肯德基、星巴克、麦当劳、汉堡王、好市多、沃尔玛，仅举几例。事实上，它们在中国的质量比在美国更好。
@rich1one1one
anyone who had starbucks coffee had the experience already, now is to find different taste and greater value, LuckIn came from China, LuckIn can get the best prices on cups to sugar and machinery. LuckIn is the new blood, as in BYD attacking the old Mercedes Brand. Go with the flow, adapt to changes, or die as a dinosaur
任何喝过星巴克咖啡的人都已经体验过了，现在是寻找不同的口味和更大价值的时候，瑞幸来自中国，瑞幸能在杯子、糖和设备上获得最优惠的价格。瑞幸是新生力量，就像比亚迪挑战老牌梅赛德斯一样。跟随潮流，适应变化，否则就会像恐龙一样灭绝。
@mpuffeng
It's because US companies refuse to lower prices. China sees this and sees a clear opportunity. It really isn't hard to win over our market. Also, Starbucks ordered RTO - so if a Luckin appears in my area I will support it every day and tell everyone I can about how great it is. Also the only people afraid of China are the 1% - China largely benefits you as a consumer overall. Funny how capitalists are so afraid of competition :)
这是因为美国公司拒绝降价，中国看到这一点并看到了明确的机会。赢得我们的市场其实并不难。而且，星巴克要求员工返岗（RTO）——如果我的地区出现瑞幸，我会每天支持它，并告诉我能告诉的每个人它有多棒。而且，唯一害怕中国的是1%的富人——中国作为消费者总体上是对你有益的。有趣的是，资本家们如此害怕竞争 :)
@toulor3403
Lukin is drown out your competition, lie about your sales. When there is no competition left, they have a monopoly and thus profit.
If competition hold out over 10-15 years....liking is bankrupt and all investors lose. Risky business model vs a profitable market leader.
瑞幸在淘汰竞争对手，谎报销售数据。当没有竞争对手时，他们就垄断市场并获得利润。如果竞争能持续10-15年……瑞幸破产，所有投资者亏损。这是一种风险大的商业模式，而不是一个有利润的市场领导者。
@superphi
Who cares if they do too good, just say national security and force a sale to an American company, problem solved. This is y America should get BYD to build manufacturing in America, if it does so good then bam national security and now u got a good EV company
如果他们做得太好，谁在乎呢，只要说国家安全问题，然后强制卖给美国公司，问题就解决了。这就是为什么美国应该让比亚迪在美国建造制造厂，如果它做得这么好，那就“国家安全”了，结果你就有了一家不错的电动汽车公司。
@powasjington4262
China is actually doing well at this now. In the past they were able to make a lot of things but struggling with branding and putting out their own companies and products but now it seemed like they are beginning to do that and people are starting to want the Chinese brands.
中国现在在这方面做得很好。过去他们能够生产很多东西，但在品牌建设和推出自己的公司及产品方面遇到了困难，但现在看起来他们开始做到了，而且人们也开始喜欢中国品牌了。
@danstenis660
The oligarchs are hollowing out businesses and leaving the economy in shamble, which causes the USA government to ask China to bail them out from bankruptcy and now you folks are wondering why China has to own our businesses so we can keep the economy running?
寡头们正在掏空企业，让经济支离破碎，这导致美国政府请求中国救助破产，现在你们想知道为什么中国必须拥有我们的企业，这样我们才能保持经济运行？
@Yamyatos
Crappy US companies not being able to compete with foreign competition that still give a crap about customers, and sometimes even employee rights (be it Chinese, german or other companies).. who would have guessed. But i can assure you of one thing. They will complain about it and will demand protections of their poor poor profits from this free market.. which they'll price to no ends, if they are the ones raking in the profits through predatory and exploitative tactics illegal in most of the civilized world. The US in a nutshell.
美国这些糟糕的公司无法与仍然关心顾客、甚至有时关心员工权益的外国竞争对手竞争（无论是中国的、德国的还是其他公司的）... 谁能想到这一点呢？但我可以向你保证一件事。他们会抱怨，并要求保护他们可怜的利润免受这个自由市场的侵害... 当然如果他们通过掠夺性和剥削性的手段赚取利润的话，这些手段在大多数文明国家都是非法的。美国就是这样。
@Chano601
The USA don't invest into Americans, just foreigners. They only invest 2-3% of Hispanics the most hardest working cultural in USA. This Why America is fell behind! They don't invest into Americans like China Invest into their people.
美国不投资美国人，只投资外国人。他们最多只投资2-3%的西班牙裔，西班牙裔是美国最努力工作的文化之一。这就是为什么美国落后的原因！他们不像中国那样投资他们自己的人民。
@Jhondoe29
It's what people call "free market". China is also crowed with American brands and as far as I know, the Chinese people love them. I think that today the Americans are way more suspicious and anger towards China that they do about U.S. they genuinely love to buy and spread American culture, but Americans don't. It's a bubble that they've been living.
这就是人们所谓的“自由市场”。中国也充斥着美国品牌，据我所知，中国人很喜欢它们。我认为今天的美国人比中国人对中国的怀疑和愤怒要多。中国人真心喜欢购买并传播美国文化，但美国人却不这样做。这是他们一直生活在的泡沫中。
@fitsol6431
The US stopped developing its infrastructure, building amazing structures, peace, and safety like China did for there ppl now China engineering safety transport has passed the US. The government, who built the first roads, trains, and safety, will build the future. The next thing is equal to smartphones might come out of China because they are living in a futuristic work to think ahead.
美国停止了基础设施建设，停止了像中国那样为人民建设伟大的建筑、和平与安全。现在，中国的工程安全运输已经超过了美国。政府曾经修建了第一条道路、第一辆火车和安全设施，现在将建设未来。接下来，可能会有类似智能手机的东西从中国诞生，因为他们生活在一个未来感十足的世界，提前思考。
@CK-jo9im
It doesn't take an educated person to understand that competition is good for a consumer. Is this program by CNBC not sponsored by Starbucks?
不需要受过教育的人也能明白，竞争对消费者是有好处的。这个节目是由CNBC做的吗？难道它没有得到星巴克的赞助？
@Sinecure0001-s4s
It's like Americans buying Russian products during the cold war.
China will destroy American society.
The micro dramas are designed to reduce the attention span of the viewer which translates to an inability for a person to get used to "seeing the whole picture" that a 2 hour long movie or a book does.
就像冷战时期美国人购买俄罗斯产品一样。中国将摧毁美国社会。微型剧设计的目的是减少观众的注意力集中时间，导致人们无法适应像两小时电影或书籍那样“看到全貌”的能力。
@dradenhaven1549
The real story isn't distillation killing OpenAI's moat, it's that export controls backfired. We tried to starve China of compute, and instead forced them to innovate on efficiency. Now they're deploying 'good enough' reasoning into factory robots while we're still debating chatbot pricing. The race isn't for the smartest model. It's for who anchors intelligence to physical value first.
真正的故事不是精炼技术摧毁了OpenAI的护城河，而是出口管制适得其反。我们试图让中国无法获取计算能力，结果反而迫使他们在效率上进行创新。现在他们将“足够好”的推理应用到工厂机器人中，而我们还在讨论聊天机器人定价。竞赛不在于谁的模型最聪明，而是看谁先把智能与物理价值结合起来。
@MrDnong
we are very happy whit NIKE, McDonalds, Starbucks, cocacola, Microsoft, Autodesk and lots of other things, even Youtube, they are quite nomal in everyday life in China. what is the big deal with Chinese product apearing in America. we still do sell and buy to each other, don't we? btw, we speak English, too. no one would think that China will be taken.
我们很高兴有耐克、麦当劳、星巴克、可口可乐、微软、Autodesk和很多其他东西，甚至YouTube，它们在中国的日常生活中非常普遍。那中国产品出现在美国有什么大不了的呢？我们依然在互相买卖，不是吗？顺便说一句，我们也说英语。没有人会认为中国会被取代。
@maxdc988
Ordinary Americans should welcome them with open arms because they may help to lower their cost of living. But greedy capitalist elite there may feel threatened and could lobby for nationwide ban using various pretexts.
普通美国人应该张开双臂欢迎它们，因为它们可能有助于降低他们的生活成本。但那里的贪婪资本主义精英可能会感到威胁，并可能利用各种借口游说全国范围内的禁令。
@leahcasey2678
There are more than twice as many KFC's in China as there are in the US.
Buick sells 4x as many cars in China as it does in the US.
Most Americans do not know these easily verifiable facts, because Trump says that US companies are shut-out of the Chinese market ... and the US media don't challenge him when he lies!
中国的肯德基数量是美国的两倍以上。别克在中国卖出的车是美国的四倍。大多数美国人不知道这些容易验证的事实，因为特朗普说美国公司被排除在中国市场之外，而美国媒体在他撒谎时并没有质疑他！
@emmawang1999
America is an open society with a closed mind. America is ruled by the big money. The big money does not like competition. It wants monopolistic price power. This is the real reason why everything is so expensive in America. Just take a look. America is roughly dominated by ten super big companies. China is different. Competition is fierce. China warmly welcomes foreign companies to do business there. For example, To lure Tesla, China offered the company low interest loan and tax breaks.
美国是一个开放的社会，但思想却封闭。美国被大钱统治。大钱不喜欢竞争。它想要垄断定价权。这才是美国一切都这么贵的真正原因。看看吧，美国大约由十个超级大公司主导。中国则不同，竞争非常激烈。中国热烈欢迎外国公司在这里做生意。例如，为了吸引特斯拉，中国为该公司提供了低利息贷款和税收优惠。
@ThreeHundredParrortArmy
Starbucks being a premium is such a joke. Most of their drinks are made with flavored syrups not the actual thing. They have some audacity to say that their prices are justified for the same price you can get good coffee from an actual coffeehouse not some cooperation that tries to hide that it's one of the best poster childs of gentrification mediocrely.
星巴克作为一个高端品牌真是个笑话。他们的大部分饮料都是用调味糖浆做的，而不是真正的东西。他们竟然有胆子说，他们的价格是合理的，但实际上，用同样的钱，你可以从真正的咖啡馆里喝到好咖啡，而不是从一家试图掩盖自己是中产阶级化典型的、平庸的合作公司里买的。
@johnbethea4505
Some people don't have the time to get involved in a long program because they have work to do. Remember you must not waste time when you can make money or run your business.
有些人没有时间参与一个长时间的项目，因为他们有工作要做。记住，当你能赚钱或经营业务时，绝不能浪费时间。
@troll-nj2by
These people did zero research on what distilling actually is. Distilling only works if you have the full output of a model's output alongside the prompt that generated it, then you feed it to the model. Distilling also requires a large comprehensive dataset of outputs and prompts, which is impossible if you don't have the model running locally in your own system. This is not possible with open AI models, beacause open AI does not reveal the full output. The process of Deepseek training is far more complex than what they laid out to be, there is first pre training, then fine tuning and a new method to make the model reason using GRPO. That sounds a lot more complex than what they said, well that's because that story wouldn't sell, the narriative that they "distilled" all of the outputs does sell. The reason why google was able to distill their models, is because they used their own model to distill knowledge on smaller models, because they had the model in their system, allowing them to generate full outputs creating a comprehensive dataset that they could use to distill other models.
这些人根本没有做任何关于蒸馏到底是什么的研究。蒸馏只有在你拥有模型输出的完整结果和生成这些结果的提示词的情况下才有效，然后你将这些内容喂给模型。蒸馏还需要一个大型的、全面的数据集，包括输出和提示词，如果你没有模型在本地运行，这几乎是不可能的。这对于开放AI模型来说是不可行的，因为开放AI不公开完整的输出。Deepseek训练的过程比他们所描述的要复杂得多，首先是预训练，然后是微调，再加上一种新的方法，通过GRPO让模型进行推理。这听起来比他们所说的复杂得多，实际上，这是因为那个故事卖不出去，而“蒸馏”所有输出的叙事更能卖座。谷歌能够蒸馏他们的模型，是因为他们使用自己的模型来蒸馏知识到更小的模型中，因为他们在自己的系统里有模型，这让他们能够生成完整的输出，从而创建一个可以用来蒸馏其他模型的全面数据集。
@sixtogonzaga655
Luckin coffee is really good though even if its more expensive than starbucks i would still buy luckinm their coffee is just really good
不过，瑞幸咖啡真的很好喝，虽然比星巴克贵，但我还是会买瑞幸，他们的咖啡就是很好喝。
@LingOfEarth
Luckin is currently a net positive to the us GDP at the moment. They're leasing us land, hiring us workers, buying us materials. They're a prime example of FDI "Foreign Direct Investment". During their expansion phase, this benefits us. It's not until years later when they begin massive amounts of repatriation of profits, or if starbucks close locations because of them, these scenarios is where it hurts our GDP. This doesn't mean they're taking over.
瑞幸咖啡目前对美国GDP有正面影响。它们在租赁土地、雇佣工人、购买材料上都在为我们做贡献。这是外商直接投资（FDI）的典型例子。在它们扩张的阶段，这对我们有好处。直到几年后，当它们开始大量将利润汇回，或者如果星巴克因为它们关闭一些门店时，才会伤害到我们的GDP。但这并不意味着它们会接管市场。
@DeViL-g2q
My advice is that please let the competetion grow so you americans can have some cheap things from premium brands so to say
我的建议是，请让竞争发展，这样你们美国人就能从一些高端品牌中买到便宜的东西，所谓的“高端品牌”。
@hgbgakdflndbz6921
This happened to me in China. I scanned the code at Luckin but it was glitching. The employee couldn't help and said there was no other way to order. He was running a marathon behind the counter the entire time. Actually I ordered from Cotti coffee everyday because it's even cheaper than Luckin
这在中国发生过。我在瑞幸扫描了二维码，但它出现了故障。员工无法帮忙，并说没有其他方法可以点单。他整个时间都在柜台后面跑马拉松。实际上，我每天都在Cotti咖啡店点单，因为它比瑞幸还便宜。
@POVcast-e9z
China’s growing presence in sectors like coffee retail, digital entertainment and artificial intelligence is more than a market dispute. It exposes how innovation flourishes when there is investment, public planning and a willingness to challenge the status quo. While some in the US frx this movement as a threat, a progressive lens reminds us that technological and cultural advances should not be monopolized by a few corporations. The real question is how we can ensure that global competition results in fairer access, lower costs and technologies that serve people rather than concentrating power.
中国在咖啡零售、数字娱乐和人工智能等领域日益增长的影响力，不仅仅是市场争端。它揭示了投资、公共规划以及挑战现状的意愿是如何促进创新的。虽然美国的一些人将这一趋势视为威胁，但从进步的角度来看，我们应该意识到，技术和文化的进步不应该被少数几家公司垄断。真正的问题是，如何确保全球竞争能够带来更公平的机会、更低的成本和服务于人民的技术，而不是集中权力。
@Hong-b8q1o
When new US companies landed in China, Chinese open their arms getting excited, like Walmart, like Costco....When Chinese business opens in US, threat, threat threat lol Oh, mighty America, grow some confidence please!
当新的美国公司进入中国时，中国人张开双臂兴奋不已，比如沃尔玛、好市多……当中国企业进入美国时，却是威胁、威胁、威胁，哈哈。哦，强大的美国，请有点自信吧！
@bloedekuh
The Coconut latte is "not so sweet"? Holy crap that thing is a sugar bomb, just how much sugar are Americans eating so they are this numb to it?
椰子拿铁“不过甜”？天啊，那简直是糖炸弹，美国人到底吃了多少糖，才能对它这么麻木？
@containedhurricane
People are still being fooled by the sweet taste of their coffees. If you want to know the real taste of coffee, drink the thick one without sugar, sweeteners and milk
人们还是被咖啡的甜味迷惑了。如果你想知道咖啡的真正味道，就喝不加糖、不加甜味剂和牛奶的浓咖啡。
@Mc_hansdaniel
Very good, becouse the quality and more delicious than US
非常好，因为它的质量更好，比美国的更美味。
@oppzehaozhang
When they can't compete, they claim there are "national security" issues, then spread panic among the public. In the end, only the American lower class loses; the upper class doesn't care about your healthcare or whether you can eat well. This is the American way of life.
当他们无法竞争时，他们就说有“国家安全”问题，然后在公众中散播恐慌。最终，只有美国的低层阶级受到损失；上层阶级根本不关心你的医疗保健或者你能不能吃得好。这就是美国的生活方式。
@edringweeko3419
5 shops and they are making the all documentary about it man these people sometimes!! How many American companies that are in China
5家店，他们就做了整个纪录片，这些人有时候真是！有多少美国公司在中国？
@peace8373
Retail is becoming a cold experience. You order on-line, you no longer know what a true price is. You walk into the store, handed your order, it is like a modern automat. No longer an experience, just a place to spend your money on a fancy drink. Me, I wake up make an espresso at my place before I leave for work.
零售变得越来越冷漠了。你在线上点单，已经不知道什么是真正的价格了。你走进商店，拿到订单，就像是一个现代自动售货机。不再是体验，只是一个花钱买花式饮品的地方。而我，每天早上起床，在家做一杯浓缩咖啡，再出门上班。
@YTAlchemicMedia
I last paid $9 for a coffee at Starbucks 2 years ago, i haven't been back since. it comes down to PRICE.
我上次在星巴克喝咖啡花了9美元，是两年前的事了，从那以后我就没再去了。归根结底，还是价格的问题。
@mrcookies409
What I don't understand is if OpenAI is so good at training models in the first place, why aren't they also good at distilling them?
我不明白的是，如果OpenAI一开始就擅长训练模型，那为什么他们不也擅长蒸馏模型呢？
@frankm6218
Starbucks is in China for 30-40 years, so American companies took over China? What a dumb title.
星巴克在中国已经有30到40年了，那么美国公司就占领了中国？真是个傻标题。
US: Their coffee is a national security threat because they installed nanomachines into their liquids to spy on you
美国：他们的咖啡是国家安全威胁，因为他们在液体中安装了纳米机器，用来间谍监视你。
@4-SeasonNature
Boeing, GM, Chrysler, Coca Cola, Pepsi Cola, McDolanlds, Burger King, Pizza Hut, Starbucks, Subway, Walmart, Costco, etc. have been taking over the Chinese market for decades. Nobody in China thought they were threats.
波音、通用、克莱斯勒、可口可乐、百事可乐、麦当劳、汉堡王、必胜客、星巴克、赛百味、沃尔玛、好市多等公司已经占领了中国市场几十年。没人认为它们是威胁。
@deicide6403
for a country that preaches about freedom, they seem to limit our choice of what product we want to buy by banning them.
一个宣扬自由的国家，似乎通过禁令限制我们购买产品的选择。
@Laurence-qf1cr
If you think Luckin coffee is a threat to US brands, wait till BYD EV entering US market
如果你认为瑞幸咖啡是美国品牌的威胁，那等BYD电动汽车进入美国市场吧。
@GriffinWu
20 years ago when I was a kid, China was still quite poor. Back then, McDonald's was a huge luxury. My parents would only take me there as a reward if I ranked in the top 10 in my exams. That one meal would keep me happy for days. Starbucks? I didn't even dare to dream about that.
But now, McDonald's is just cheap fast food, and I can grab a Starbucks whenever I want. We even have Chinese brands opening stores in the US now. Honestly, this is something I never could have predicted 20 years ago.
20年前，当我还是个孩子时，中国还很贫穷。那时候，麦当劳是巨大的奢侈品。我的父母只有在我考试排名前十时才会带我去。那一顿饭能让我开心好几天。星巴克？我甚至不敢做梦。但现在，麦当劳不过是便宜的快餐，我想喝星巴克随时都能喝。现在我们甚至有中国品牌在美国开店。老实说，这是20年前我完全无法预测的事情。
@araara4746
I thought it was the US that had been preaching to the world about free markets for decades. Or was I wrong?
我以为是美国几十年来一直在向世界宣传自由市场。还是我错了？
@rajanlad
Maybe people don't have money to buy American stuff , cause the CEO needs his super mansion , so increase the prices
也许人们没有钱买美国东西，因为CEO需要他的超级豪宅，所以提高了价格。
@andysofly1
American companies only focus on paying their exec, share buybacks and dividends, and have stopped focusing on innovation it's about time we see some competition.
美国公司只关注支付高管薪酬、股票回购和股息，停止了对创新的关注，现在正是时候看到一些竞争了。
@aroh_yadav
Another national security B.S and excuse to ban Chinese companies
又是国家安全的废话和禁止中国公司进入市场的借口。
@emmanuelharbor2350
i love this healthy competition to shake up American companies who become complacency overtime, while being stale after a historical rise!
我喜欢这种健康的竞争，它能打破美国公司随着时间推移变得自满的局面，同时这些公司在历史性崛起之后变得陈腐！
@Hungry_inhouston
Lets hope the flood the market with Chinese brands, these US companies need more competition
希望中国品牌能涌入市场，这些美国公司需要更多的竞争。
@Asparas-d7t
For decades, it has been considered normal for thousands of American companies to operate and generate huge profits in China. Yet, if a Chinese company attempts to enter the American market, the media erupts and systematically portrays it as a threat. This reflects an unhealthy supremacist mentality that rejects any form of fairness. Always double standard!
几十年来，成千上万的美国公司在中国运营并赚取巨额利润被认为是正常的。然而，如果一家中国公司尝试进入美国市场，媒体就会爆发，系统性地将其描绘为威胁。这反映了不健康的优越主义心态，拒绝任何形式的公平。总是双重标准！
@M4NA5
Rising inflation and cost of living has reduced the amount most people are willing to pay for a cup of coffee , and with the rise in mobile ordering, the Starbucks' special experience (and hence brand equity) you got before is no longer relevant. This can largely be applied to QSRs who're all seeing declining revenues while small, niche stores who're offering reasonably priced food are thriving.
通货膨胀和生活成本的上升减少了大多数人愿意为一杯咖啡支付的金额，而随着移动订购的兴起，星巴克以前的“特殊体验”（因此品牌价值）已经不再相关。这在快速服务餐厅（QSR）中普遍适用，所有这些餐厅的收入都在下降，而提供价格合理食品的小型特色店正在蓬勃发展。
@ronaldng3013
I don't doubt Luckin's operational model will succeed anywhere in the world. However, the "Not So Sweet" vibe will not go down well in the US, they need their overly sweetened fix.
我不怀疑瑞幸的运营模式在世界任何地方都会成功。然而，那种“并不甜”的口感在美国不会受欢迎，他们需要那种过度甜化的味道。
@theflexitech
China owns the worlds most popular online game and it feels like they used it to get people to agree to policing grammar and speech.
中国拥有世界上最受欢迎的在线游戏，感觉他们利用这个游戏让人们同意监管语法和言论。
@1998
Fun fact: the Chinese market is the most important for many American franchises. KFC (8 billion revenue in China vs 3 billion in USA), Wynn Resorts / Las Vegas Sands in Macau (1 billion, vs 600 million in USA) , etc.
American chains are all over China. Pizza Hut, KFC, Starbucks, Mcdonalds, Burger King, Costco, Walmart, just to name a few. In fact the they are better quality there than in the states.
有趣的事实：对于许多美国连锁品牌来说，中国市场是最重要的。肯德基（在中国收入80亿，而美国是30亿），永利度假村/拉斯维加斯金沙集团在澳门（10亿，而美国是6亿）等。美国连锁店遍布中国。必胜客、肯德基、星巴克、麦当劳、汉堡王、好市多、沃尔玛，仅举几例。事实上，它们在中国的质量比在美国更好。
@rich1one1one
anyone who had starbucks coffee had the experience already, now is to find different taste and greater value, LuckIn came from China, LuckIn can get the best prices on cups to sugar and machinery. LuckIn is the new blood, as in BYD attacking the old Mercedes Brand. Go with the flow, adapt to changes, or die as a dinosaur
任何喝过星巴克咖啡的人都已经体验过了，现在是寻找不同的口味和更大价值的时候，瑞幸来自中国，瑞幸能在杯子、糖和设备上获得最优惠的价格。瑞幸是新生力量，就像比亚迪挑战老牌梅赛德斯一样。跟随潮流，适应变化，否则就会像恐龙一样灭绝。
@mpuffeng
It's because US companies refuse to lower prices. China sees this and sees a clear opportunity. It really isn't hard to win over our market. Also, Starbucks ordered RTO - so if a Luckin appears in my area I will support it every day and tell everyone I can about how great it is. Also the only people afraid of China are the 1% - China largely benefits you as a consumer overall. Funny how capitalists are so afraid of competition :)
这是因为美国公司拒绝降价，中国看到这一点并看到了明确的机会。赢得我们的市场其实并不难。而且，星巴克要求员工返岗（RTO）——如果我的地区出现瑞幸，我会每天支持它，并告诉我能告诉的每个人它有多棒。而且，唯一害怕中国的是1%的富人——中国作为消费者总体上是对你有益的。有趣的是，资本家们如此害怕竞争 :)
@toulor3403
Lukin is drown out your competition, lie about your sales. When there is no competition left, they have a monopoly and thus profit.
If competition hold out over 10-15 years....liking is bankrupt and all investors lose. Risky business model vs a profitable market leader.
瑞幸在淘汰竞争对手，谎报销售数据。当没有竞争对手时，他们就垄断市场并获得利润。如果竞争能持续10-15年……瑞幸破产，所有投资者亏损。这是一种风险大的商业模式，而不是一个有利润的市场领导者。
@superphi
Who cares if they do too good, just say national security and force a sale to an American company, problem solved. This is y America should get BYD to build manufacturing in America, if it does so good then bam national security and now u got a good EV company
如果他们做得太好，谁在乎呢，只要说国家安全问题，然后强制卖给美国公司，问题就解决了。这就是为什么美国应该让比亚迪在美国建造制造厂，如果它做得这么好，那就“国家安全”了，结果你就有了一家不错的电动汽车公司。
@powasjington4262
China is actually doing well at this now. In the past they were able to make a lot of things but struggling with branding and putting out their own companies and products but now it seemed like they are beginning to do that and people are starting to want the Chinese brands.
中国现在在这方面做得很好。过去他们能够生产很多东西，但在品牌建设和推出自己的公司及产品方面遇到了困难，但现在看起来他们开始做到了，而且人们也开始喜欢中国品牌了。
@danstenis660
The oligarchs are hollowing out businesses and leaving the economy in shamble, which causes the USA government to ask China to bail them out from bankruptcy and now you folks are wondering why China has to own our businesses so we can keep the economy running?
寡头们正在掏空企业，让经济支离破碎，这导致美国政府请求中国救助破产，现在你们想知道为什么中国必须拥有我们的企业，这样我们才能保持经济运行？
@Yamyatos
Crappy US companies not being able to compete with foreign competition that still give a crap about customers, and sometimes even employee rights (be it Chinese, german or other companies).. who would have guessed. But i can assure you of one thing. They will complain about it and will demand protections of their poor poor profits from this free market.. which they'll price to no ends, if they are the ones raking in the profits through predatory and exploitative tactics illegal in most of the civilized world. The US in a nutshell.
美国这些糟糕的公司无法与仍然关心顾客、甚至有时关心员工权益的外国竞争对手竞争（无论是中国的、德国的还是其他公司的）... 谁能想到这一点呢？但我可以向你保证一件事。他们会抱怨，并要求保护他们可怜的利润免受这个自由市场的侵害... 当然如果他们通过掠夺性和剥削性的手段赚取利润的话，这些手段在大多数文明国家都是非法的。美国就是这样。
@Chano601
The USA don't invest into Americans, just foreigners. They only invest 2-3% of Hispanics the most hardest working cultural in USA. This Why America is fell behind! They don't invest into Americans like China Invest into their people.
美国不投资美国人，只投资外国人。他们最多只投资2-3%的西班牙裔，西班牙裔是美国最努力工作的文化之一。这就是为什么美国落后的原因！他们不像中国那样投资他们自己的人民。
@Jhondoe29
It's what people call "free market". China is also crowed with American brands and as far as I know, the Chinese people love them. I think that today the Americans are way more suspicious and anger towards China that they do about U.S. they genuinely love to buy and spread American culture, but Americans don't. It's a bubble that they've been living.
这就是人们所谓的“自由市场”。中国也充斥着美国品牌，据我所知，中国人很喜欢它们。我认为今天的美国人比中国人对中国的怀疑和愤怒要多。中国人真心喜欢购买并传播美国文化，但美国人却不这样做。这是他们一直生活在的泡沫中。
@fitsol6431
The US stopped developing its infrastructure, building amazing structures, peace, and safety like China did for there ppl now China engineering safety transport has passed the US. The government, who built the first roads, trains, and safety, will build the future. The next thing is equal to smartphones might come out of China because they are living in a futuristic work to think ahead.
美国停止了基础设施建设，停止了像中国那样为人民建设伟大的建筑、和平与安全。现在，中国的工程安全运输已经超过了美国。政府曾经修建了第一条道路、第一辆火车和安全设施，现在将建设未来。接下来，可能会有类似智能手机的东西从中国诞生，因为他们生活在一个未来感十足的世界，提前思考。
@CK-jo9im
It doesn't take an educated person to understand that competition is good for a consumer. Is this program by CNBC not sponsored by Starbucks?
不需要受过教育的人也能明白，竞争对消费者是有好处的。这个节目是由CNBC做的吗？难道它没有得到星巴克的赞助？
@Sinecure0001-s4s
It's like Americans buying Russian products during the cold war.
China will destroy American society.
The micro dramas are designed to reduce the attention span of the viewer which translates to an inability for a person to get used to "seeing the whole picture" that a 2 hour long movie or a book does.
就像冷战时期美国人购买俄罗斯产品一样。中国将摧毁美国社会。微型剧设计的目的是减少观众的注意力集中时间，导致人们无法适应像两小时电影或书籍那样“看到全貌”的能力。
@dradenhaven1549
The real story isn't distillation killing OpenAI's moat, it's that export controls backfired. We tried to starve China of compute, and instead forced them to innovate on efficiency. Now they're deploying 'good enough' reasoning into factory robots while we're still debating chatbot pricing. The race isn't for the smartest model. It's for who anchors intelligence to physical value first.
真正的故事不是精炼技术摧毁了OpenAI的护城河，而是出口管制适得其反。我们试图让中国无法获取计算能力，结果反而迫使他们在效率上进行创新。现在他们将“足够好”的推理应用到工厂机器人中，而我们还在讨论聊天机器人定价。竞赛不在于谁的模型最聪明，而是看谁先把智能与物理价值结合起来。
@MrDnong
we are very happy whit NIKE, McDonalds, Starbucks, cocacola, Microsoft, Autodesk and lots of other things, even Youtube, they are quite nomal in everyday life in China. what is the big deal with Chinese product apearing in America. we still do sell and buy to each other, don't we? btw, we speak English, too. no one would think that China will be taken.
我们很高兴有耐克、麦当劳、星巴克、可口可乐、微软、Autodesk和很多其他东西，甚至YouTube，它们在中国的日常生活中非常普遍。那中国产品出现在美国有什么大不了的呢？我们依然在互相买卖，不是吗？顺便说一句，我们也说英语。没有人会认为中国会被取代。
@maxdc988
Ordinary Americans should welcome them with open arms because they may help to lower their cost of living. But greedy capitalist elite there may feel threatened and could lobby for nationwide ban using various pretexts.
普通美国人应该张开双臂欢迎它们，因为它们可能有助于降低他们的生活成本。但那里的贪婪资本主义精英可能会感到威胁，并可能利用各种借口游说全国范围内的禁令。
@leahcasey2678
There are more than twice as many KFC's in China as there are in the US.
Buick sells 4x as many cars in China as it does in the US.
Most Americans do not know these easily verifiable facts, because Trump says that US companies are shut-out of the Chinese market ... and the US media don't challenge him when he lies!
中国的肯德基数量是美国的两倍以上。别克在中国卖出的车是美国的四倍。大多数美国人不知道这些容易验证的事实，因为特朗普说美国公司被排除在中国市场之外，而美国媒体在他撒谎时并没有质疑他！
@emmawang1999
America is an open society with a closed mind. America is ruled by the big money. The big money does not like competition. It wants monopolistic price power. This is the real reason why everything is so expensive in America. Just take a look. America is roughly dominated by ten super big companies. China is different. Competition is fierce. China warmly welcomes foreign companies to do business there. For example, To lure Tesla, China offered the company low interest loan and tax breaks.
美国是一个开放的社会，但思想却封闭。美国被大钱统治。大钱不喜欢竞争。它想要垄断定价权。这才是美国一切都这么贵的真正原因。看看吧，美国大约由十个超级大公司主导。中国则不同，竞争非常激烈。中国热烈欢迎外国公司在这里做生意。例如，为了吸引特斯拉，中国为该公司提供了低利息贷款和税收优惠。
@ThreeHundredParrortArmy
Starbucks being a premium is such a joke. Most of their drinks are made with flavored syrups not the actual thing. They have some audacity to say that their prices are justified for the same price you can get good coffee from an actual coffeehouse not some cooperation that tries to hide that it's one of the best poster childs of gentrification mediocrely.
星巴克作为一个高端品牌真是个笑话。他们的大部分饮料都是用调味糖浆做的，而不是真正的东西。他们竟然有胆子说，他们的价格是合理的，但实际上，用同样的钱，你可以从真正的咖啡馆里喝到好咖啡，而不是从一家试图掩盖自己是中产阶级化典型的、平庸的合作公司里买的。
@johnbethea4505
Some people don't have the time to get involved in a long program because they have work to do. Remember you must not waste time when you can make money or run your business.
有些人没有时间参与一个长时间的项目，因为他们有工作要做。记住，当你能赚钱或经营业务时，绝不能浪费时间。
@troll-nj2by
These people did zero research on what distilling actually is. Distilling only works if you have the full output of a model's output alongside the prompt that generated it, then you feed it to the model. Distilling also requires a large comprehensive dataset of outputs and prompts, which is impossible if you don't have the model running locally in your own system. This is not possible with open AI models, beacause open AI does not reveal the full output. The process of Deepseek training is far more complex than what they laid out to be, there is first pre training, then fine tuning and a new method to make the model reason using GRPO. That sounds a lot more complex than what they said, well that's because that story wouldn't sell, the narriative that they "distilled" all of the outputs does sell. The reason why google was able to distill their models, is because they used their own model to distill knowledge on smaller models, because they had the model in their system, allowing them to generate full outputs creating a comprehensive dataset that they could use to distill other models.
这些人根本没有做任何关于蒸馏到底是什么的研究。蒸馏只有在你拥有模型输出的完整结果和生成这些结果的提示词的情况下才有效，然后你将这些内容喂给模型。蒸馏还需要一个大型的、全面的数据集，包括输出和提示词，如果你没有模型在本地运行，这几乎是不可能的。这对于开放AI模型来说是不可行的，因为开放AI不公开完整的输出。Deepseek训练的过程比他们所描述的要复杂得多，首先是预训练，然后是微调，再加上一种新的方法，通过GRPO让模型进行推理。这听起来比他们所说的复杂得多，实际上，这是因为那个故事卖不出去，而“蒸馏”所有输出的叙事更能卖座。谷歌能够蒸馏他们的模型，是因为他们使用自己的模型来蒸馏知识到更小的模型中，因为他们在自己的系统里有模型，这让他们能够生成完整的输出，从而创建一个可以用来蒸馏其他模型的全面数据集。
@sixtogonzaga655
Luckin coffee is really good though even if its more expensive than starbucks i would still buy luckinm their coffee is just really good
不过，瑞幸咖啡真的很好喝，虽然比星巴克贵，但我还是会买瑞幸，他们的咖啡就是很好喝。
@LingOfEarth
Luckin is currently a net positive to the us GDP at the moment. They're leasing us land, hiring us workers, buying us materials. They're a prime example of FDI "Foreign Direct Investment". During their expansion phase, this benefits us. It's not until years later when they begin massive amounts of repatriation of profits, or if starbucks close locations because of them, these scenarios is where it hurts our GDP. This doesn't mean they're taking over.
瑞幸咖啡目前对美国GDP有正面影响。它们在租赁土地、雇佣工人、购买材料上都在为我们做贡献。这是外商直接投资（FDI）的典型例子。在它们扩张的阶段，这对我们有好处。直到几年后，当它们开始大量将利润汇回，或者如果星巴克因为它们关闭一些门店时，才会伤害到我们的GDP。但这并不意味着它们会接管市场。
@DeViL-g2q
My advice is that please let the competetion grow so you americans can have some cheap things from premium brands so to say
我的建议是，请让竞争发展，这样你们美国人就能从一些高端品牌中买到便宜的东西，所谓的“高端品牌”。
@hgbgakdflndbz6921
This happened to me in China. I scanned the code at Luckin but it was glitching. The employee couldn't help and said there was no other way to order. He was running a marathon behind the counter the entire time. Actually I ordered from Cotti coffee everyday because it's even cheaper than Luckin
这在中国发生过。我在瑞幸扫描了二维码，但它出现了故障。员工无法帮忙，并说没有其他方法可以点单。他整个时间都在柜台后面跑马拉松。实际上，我每天都在Cotti咖啡店点单，因为它比瑞幸还便宜。
@POVcast-e9z
China’s growing presence in sectors like coffee retail, digital entertainment and artificial intelligence is more than a market dispute. It exposes how innovation flourishes when there is investment, public planning and a willingness to challenge the status quo. While some in the US frx this movement as a threat, a progressive lens reminds us that technological and cultural advances should not be monopolized by a few corporations. The real question is how we can ensure that global competition results in fairer access, lower costs and technologies that serve people rather than concentrating power.
中国在咖啡零售、数字娱乐和人工智能等领域日益增长的影响力，不仅仅是市场争端。它揭示了投资、公共规划以及挑战现状的意愿是如何促进创新的。虽然美国的一些人将这一趋势视为威胁，但从进步的角度来看，我们应该意识到，技术和文化的进步不应该被少数几家公司垄断。真正的问题是，如何确保全球竞争能够带来更公平的机会、更低的成本和服务于人民的技术，而不是集中权力。
@Hong-b8q1o
When new US companies landed in China, Chinese open their arms getting excited, like Walmart, like Costco....When Chinese business opens in US, threat, threat threat lol Oh, mighty America, grow some confidence please!
当新的美国公司进入中国时，中国人张开双臂兴奋不已，比如沃尔玛、好市多……当中国企业进入美国时，却是威胁、威胁、威胁，哈哈。哦，强大的美国，请有点自信吧！
@bloedekuh
The Coconut latte is "not so sweet"? Holy crap that thing is a sugar bomb, just how much sugar are Americans eating so they are this numb to it?
椰子拿铁“不过甜”？天啊，那简直是糖炸弹，美国人到底吃了多少糖，才能对它这么麻木？
@containedhurricane
People are still being fooled by the sweet taste of their coffees. If you want to know the real taste of coffee, drink the thick one without sugar, sweeteners and milk
人们还是被咖啡的甜味迷惑了。如果你想知道咖啡的真正味道，就喝不加糖、不加甜味剂和牛奶的浓咖啡。
@Mc_hansdaniel
Very good, becouse the quality and more delicious than US
非常好，因为它的质量更好，比美国的更美味。
@oppzehaozhang
When they can't compete, they claim there are "national security" issues, then spread panic among the public. In the end, only the American lower class loses; the upper class doesn't care about your healthcare or whether you can eat well. This is the American way of life.
当他们无法竞争时，他们就说有“国家安全”问题，然后在公众中散播恐慌。最终，只有美国的低层阶级受到损失；上层阶级根本不关心你的医疗保健或者你能不能吃得好。这就是美国的生活方式。
@edringweeko3419
5 shops and they are making the all documentary about it man these people sometimes!! How many American companies that are in China
5家店，他们就做了整个纪录片，这些人有时候真是！有多少美国公司在中国？
@peace8373
Retail is becoming a cold experience. You order on-line, you no longer know what a true price is. You walk into the store, handed your order, it is like a modern automat. No longer an experience, just a place to spend your money on a fancy drink. Me, I wake up make an espresso at my place before I leave for work.
零售变得越来越冷漠了。你在线上点单，已经不知道什么是真正的价格了。你走进商店，拿到订单，就像是一个现代自动售货机。不再是体验，只是一个花钱买花式饮品的地方。而我，每天早上起床，在家做一杯浓缩咖啡，再出门上班。
@YTAlchemicMedia
I last paid $9 for a coffee at Starbucks 2 years ago, i haven't been back since. it comes down to PRICE.
我上次在星巴克喝咖啡花了9美元，是两年前的事了，从那以后我就没再去了。归根结底，还是价格的问题。
@mrcookies409
What I don't understand is if OpenAI is so good at training models in the first place, why aren't they also good at distilling them?
我不明白的是，如果OpenAI一开始就擅长训练模型，那为什么他们不也擅长蒸馏模型呢？
@frankm6218
Starbucks is in China for 30-40 years, so American companies took over China? What a dumb title.
星巴克在中国已经有30到40年了，那么美国公司就占领了中国？真是个傻标题。
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