Recorded live in Shenzhen with Taylor Ogan, the founder and CEO of

Snowbull Capital, which invests in Chinese technology companies.

Taylor on X:

Previous episodes with Taylor:

https://youtu.be/iehHON07UHI?si=h2c3po5AX9Z9ANaK

https://youtu.be/fmjR3me5s_Q?si=sPsMFOdKebEOZXQr

(00:00) - Shenzhen is the Technology Capital of the World, with Taylor Ogan
(00:53) - Meeting in Shenzhen
(02:40) - Greater Bay Area Explained
(06:36) - Shenzhen Boom Stories
(18:26) - China Tech Reality Check
(36:49) - China Tech Leapfrogging
(37:52) - Agentic AI on Phones
(41:27) - Jobs Wealth and Governance
(53:03) - Huawei Ownership and US Pushback

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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.

Shenzhen is the Technology Capital of the World, with Taylor Ogan – #107