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Taylor Ogan is Chief Executive Officer of Snow Bull Capital, based in Shenzhen, China.

Follow him on X @TaylorOgan.

Steve and Taylor discuss:

0:00 Introduction
1:02 Taylor's background and why he moved his firm to China
20:43 China post-pandemic and economic dynamism
33:43 China dominance in electric vehicles; LIDAR
56:55 Investment research: factory and site visits
1:06:52 US-China competition - the future of innovation is in China

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

Steve

Taylor Ogan, Snow Bull Capital: China's tech frontier, the view from Shenzhen — #47

Manifold