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

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 Introduction1:02 Taylor's background and why he moved his firm to China20:43 China post-pandemic and economic dynamism33:43 China dominance in electric vehicles; LIDAR56:55 Investment research: factory and site visits1:06:52 US-China competition - the future of innovation is in ChinaMusic used with permission from Blade Runner Blues Livestream improvisation by State Azure.--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. Announcing this for some friends at Mechanize - a startup that builds environments for training and evaluating frontier LLMs. Its customers include the top AI labs, and it has contributed to the breakthrough in coding capabilities of frontier models. Mechanize is hiring! https://mechanize.work/b/hsu Compensation is extremely competitive. For technical roles, $300-500k. They are also seeking smart generalists. For example: Research Engineer, Alignment: Build evals that test for misaligned model behaviors  $500K salary Puzzle Maker: Design interesting and original puzzles that LLMs can’t yet solve  $300K salary Mechanize understands that my readership is highly selected. There is a VERY GOOD CHANCE you will be interviewed if you apply via the link above.