Taylor Ogan, CEO of Snow Bull Capital, dives into the tech landscape of Shenzhen, China's Silicon Valley. He discusses the rise of Huawei, emphasizing its impact on innovation amid U.S. restrictions. The conversation shifts to breakthroughs in AI, including Chinese advancements in humanoid robotics, and the complex interplay between government and tech companies. Ogan also reflects on China's startup ecosystem, showcasing its resilience and creativity, and shares insights on the evolving semiconductor race and potential investment opportunities.
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question_answer ANECDOTE
Huawei's Mate 60 Launch
Huawei's Mate 60 launch ignited excitement about Chinese tech dominance.
The phone's domestic chip signaled a turning point, becoming a symbol of China's tech prowess.
insights INSIGHT
DeepSeek Moment
The DeepSeek moment was significant for China, marking a shift in tech confidence.
Chinese engineers now possess the confidence that their innovations will be globally recognized.
question_answer ANECDOTE
DeepSeek Rumors
Rumors about DeepSeek spread organically through different Chinese cities.
Its open-source nature and focus on reinforcement learning fueled anticipation pre-release.
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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.
(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.
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