Taylor Ogan, Snow Bull Capital: China's tech frontier, the view from Shenzhen, Part 2
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. Receive SMS online on sms24.me
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