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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 Hsu is Professor of Theoretical Physics and of

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

Manifold