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?
Audio-only version and transcript:
The part 2 transcript https://www.manifold1.com/episodes/taylor-ogan-snow-bull-capital-chinas-tech-frontier-the-view-from-shenzhen-part-2/transcript appears to be an entirely different episode with Joscha Bach?