Manifold

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