Taylor Ogan is Chief Executive Officer of Snow Bull Capital, based in Shenzhen, China. His firm invests in Chinese technology companies, with a focus on areas such as clean energy, AI, and automation.

Part 1 of this discussion, from November 2023: https://www.manifold1.com/episodes/taylor-ogan-snow-bull-capital-chinas-tech-frontier-the-view-from-shenzhen-47

Steve and Taylor discuss:

(00:00) - Introduction
(01:23) - Shenzhen: The Tech Hub of China
(04:14) - The Rise of Huawei and Its Impact
(06:59) - DeepSeek: China's AI Breakthrough
(11:32) - The Role of Government in Tech Development
(26:17) - Humanoid Robots: The Next Frontier
(38:01) - Huawei and PLA?
(40:49) - The Semiconductor Race
(43:13) - Huawei's accelerated chip development
(45:13) - Government's Role in Technological Advancements
(46:21) - China's Domestic Tech Ecosystem
(48:56) - Venture Capital and Entrepreneurship in China
(51:57) - Corporate Culture and Innovation
(55:48) - China's Competitive Edge in Various Industries
(01:00:00) - Perceptions and Realities of Chinese Tech
(01:08:37) - When will China be "investible" again for Western funds?

Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.

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Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.

Taylor Ogan, Snow Bull Capital: China's tech frontier, the view from Shenzhen, Part 2

Manifold

Taylor Ogan, Snow Bull Capital: China's tech frontier, the view from Shenzhen, Part 2