Taylor Ogan
@TaylorOgan
CEO at @snowbullcapital / Moved to China for investment opportunities / Boston to Shenzhen / Grammar nut / Disclaimer: https://snowbullcapital.com/disclaimer
Some personal news: our company is moving to China. It has been a multi-YEAR process, but it’s finally happening. If you know anything about our industry and the investment opportunities in China, you’ll know why we are moving. If you don’t, follow along and you’ll see why.

What makes a city feel alive at night? In Shenzhen’s Futian District, it’s 43 buildings dancing in sync — powered by light, AI, and imagination. @ILoveFutian Go behind the scenes of the magical light show in Shenzhen, China, with @TaylorOgan @SpoxCHN_MaoNing @AmbXieFeng…
I don't have any special inside knowledge about how @Kimi_Moonshot trained Kimi K2. I just read the paper and this part is what I've been telling anyone who will listen about. Their data generation steps to get lots of high quality, multi-turn agent traces to train on is so much…
I'm going around telling anyone who will listen about how @Kimi_Moonshot Kimi K2 was trained
BYD launches Sealion 06 SUV with starting price of $19,540 The Sealion 06 is available in hybrid and pure electric variants, with a starting price of RMB 139,800 ($19,540). cnev.co/KpQnlx9 👇
DJI is entering the robot vacuum space. My DJI friends who have been using beta builds in their homes say it's the best on the market, by far. It's going to be pricey.

🚨BREAKING: The Institute of Artificial Intelligence of China Telecom (TeleAI) unveils the future of AI networks. A new paper, led by Professor Dr. Xuelong Li (CTO at China Telecom), just dropped on AI Flow, a groundbreaking framework merging LLMs with telecom infrastructure.…
🚨Pony.ai’s gen-7 BAIC #Robotaxis hit Beijing Rds! Multi-city testing LIVE in Beijing, Guangzhou & Shenzhen. ✅ Scales adaptability ✅ Fast-tracks 1,000-vehicle goal by yr-end ✅ Advances commercialization #AutonomousDriving #FutureMobility #TechInnovation
Manifold Discord Channel: Live Q&A with Steve — Episode #90 This episode is a recorded Q&A with Discord participants. 00:00 Introduction and Purpose of Manifold Live Q&A 02:36 Genomics and Predictive Genetics 09:28 Trump Administration and Political Commentary 29:42 Missile…
*UBER TO INVEST $300M IN LUCID AS PART OF ROBOTAXI PARTNERSHIP
I don't think it's a fair comparison, yet. Both own their actuator and control stack E2E, and leverage Shenzhen cost engineering, but the moat is overstated. The legged-robot market hasn’t commoditized or hit a regulatory wall. DJI dominates with tightly integrated motors,…
Is Unitree becoming the DJI of Quadruped robots? Well, according to Unitree, it now command 60-70% mkt share in global Quadruped robots + 50%+ mkt share in large general purpose humanoid robots.
hey guys lidar is on rails and doesn't scale
waymo doing hockey stick right now. 100 million miles unsupervised self driving on public roads
The US shot itself in the foot with respect to green tech. China is far ahead.
🇨🇳#CHINA COMMERCE MINISTRY UPDATES CATALOGUE OF TECHNOLOGIES PROHIBITED AND RESTRICTED FROM EXPORT, ADDS BATTERY CATHODE MATERIAL PREPARATION TO RESTRICTED EXPORT TECH CATALOG. SOURCE: mktnews.com/flashDetail.ht…
#China’s #GDP in the first half of 2025 grew by 5.3% year-on-year to reach over 66.05 trillion yuan ($9.21 trillion), as the national economy withstood pressure and made steady improvement despite challenges, NBS data showed on Tuesday. globaltimes.cn/page/202507/13…
🇺🇸🇨🇳NVIDIA $NVDA- THIS MONTH, CEO JENSEN HUANG MET WITH PRESIDENT TRUMP, U.S. POLICYMAKERS, REAFFIRMING NVIDIA’S SUPPORT FOR ADMINSTRATION EFFORT TO CREATE JOBS NVIDIA TO RESUME H20 SALES TO CHINA, ANNOUNCES NEW, FULLY COMPLIANT GPU FOR CHINA. U.S. GOVERNMENT HAS ASSURED NVIDIA…
🇨🇳 A team of construction workers in China operating excavators remotely. Grueling blue-collar work is now a cushy air-conditioned office job.
SPACEX TO INVEST $2 BILLION INTO ELON MUSK’S XAI The vibes here are getting very Sus. A ton of circular references lately.
Remember how China used to process a lot of garbage from the rest of the world, until one day it stopped? That's kind of how the rare earths export ban feels, if declining to process another country's garbage could crash a portion of their industrial economy.
But at what cost? nytimes.com/2025/07/05/bus…