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Taylor Ogan

@TaylorOgan • 39,378 subscribers

CEO at @snowbullcapital / Moved to China for investment opportunities / Boston to Shenzhen / Grammar nut

Shorts

A Tesla on Full Self-Driving blows through a stop sign at 35mph and nearly collides with two cars. The kicker is that this was during a livestream debate-demo-drive between FSD fan Ross Gerber and FSD skeptic Dan O'Dowd. This should go without saying, but for an automated system to be at the safety level of a human, this cannot happen. The fact that this occurred yesterday during THIS drive (along with other safety-critical disengagements) should serve as statistical evidence of how frequent this is occurring. IMO, this is the biggest nail in the Tesla FSD coffin.

A Tesla on Full Self-Driving blows through a stop sign at 35mph and nearly collides with two cars. The kicker is that this was during a livestream debate-demo-drive between FSD fan Ross Gerber and FSD skeptic Dan O'Dowd. This should go without saying, but for an automated system to be at the safety level of a human, this cannot happen. The fact that this occurred yesterday during THIS drive (along with other safety-critical disengagements) should serve as statistical evidence of how frequent this is occurring. IMO, this is the biggest nail in the Tesla FSD coffin.

1,460,219 views

I just saw the robot that the American tech CEOs claimed was a “woman in a suit” or “CGI” at a mall in Shenzhen. Must be a humiliating level of cope.

I just saw the robot that the American tech CEOs claimed was a “woman in a suit” or “CGI” at a mall in Shenzhen. Must be a humiliating level of cope.

79,357 views

~70% of Waymo’s top engineers are Chinese. The harder robotaxi solutions are being solved by Pony, Apollo, WeRide, etc. The more ambitious engineers are coming back to China for a real challenge. This situation is a regular example of how much more challenging driving logic is in China

~70% of Waymo’s top engineers are Chinese. The harder robotaxi solutions are being solved by Pony, Apollo, WeRide, etc. The more ambitious engineers are coming back to China for a real challenge. This situation is a regular example of how much more challenging driving logic is in China

74,411 views

Saw this BYD testing in Shenzhen yesterday. Very interesting.

Saw this BYD testing in Shenzhen yesterday. Very interesting.

37,263 views

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BYD is changing the parking game

BYD is changing the parking game

7,204,577 views • 2 years ago

Another DeepSeek moment. This is the world’s first actual smart phone. It’s an engineering prototype of ZTE’s Nubia M153 running ByteDance’s Doubao AI agent fused into Android at the OS level. It has complete control over the phone. It can see the UI, choose/download apps, tap/type, call, and run multi-step task chains. Here I just say (in English) “find someone to wait in line for me” (something you can do in China), and it picks which app to open, configures the job, and hands me one confirm screen. I wouldn’t otherwise know how to do this, and here the phone just did it in a matter of seconds.

Another DeepSeek moment. This is the world’s first actual smart phone. It’s an engineering prototype of ZTE’s Nubia M153 running ByteDance’s Doubao AI agent fused into Android at the OS level. It has complete control over the phone. It can see the UI, choose/download apps, tap/type, call, and run multi-step task chains. Here I just say (in English) “find someone to wait in line for me” (something you can do in China), and it picks which app to open, configures the job, and hands me one confirm screen. I wouldn’t otherwise know how to do this, and here the phone just did it in a matter of seconds.

937,736 views • 9 months ago

I’m an American who moved to China. In fact, our entire company moved from Boston to Shenzhen almost a year ago. I can’t believe it’s almost 2024 and people still don’t know life in China can be this good. There is nowhere on Earth like this.

I’m an American who moved to China. In fact, our entire company moved from Boston to Shenzhen almost a year ago. I can’t believe it’s almost 2024 and people still don’t know life in China can be this good. There is nowhere on Earth like this.

1,501,245 views • 2 years ago

I can't believe people still talk about Tesla when this exists. Here's Huawei's ADS 2.0 in Shenzhen, filmed by me. Luxeed S7 has LiDAR, no HD maps, 11 HD cameras, 3 mmWave radars, 12 USS, significant onboard compute... Driver didn't touch controls once (except to reroute).

I can't believe people still talk about Tesla when this exists. Here's Huawei's ADS 2.0 in Shenzhen, filmed by me. Luxeed S7 has LiDAR, no HD maps, 11 HD cameras, 3 mmWave radars, 12 USS, significant onboard compute... Driver didn't touch controls once (except to reroute).

918,264 views • 2 years ago

BYD just unveiled its DiSus-Z Intelligent Suspension System, debuting on the Yangwang U7. Here are five crazy examples. 1. Negative roll test maintains stability through corners

BYD just unveiled its DiSus-Z Intelligent Suspension System, debuting on the Yangwang U7. Here are five crazy examples. 1. Negative roll test maintains stability through corners

583,215 views • 1 year ago

China releasing this video right before Chinese New Year (down to the hour), is significant

China releasing this video right before Chinese New Year (down to the hour), is significant

387,502 views • 1 year ago

Tesla Cybertuck owner today

Tesla Cybertuck owner today

429,456 views • 2 years ago

Good thing America banned Chinese cars, because the BYD Yangwang U7 is impervious to PIT maneuvers

Good thing America banned Chinese cars, because the BYD Yangwang U7 is impervious to PIT maneuvers

153,038 views • 1 year ago

I live in the most modern city in the world: Shenzhen, China. I was out for a walk in the park (at night, something I wouldn't do in the US) and I stumbled upon a woman climb into a UFO-shaped UAV. Then it took off.

I live in the most modern city in the world: Shenzhen, China. I was out for a walk in the park (at night, something I wouldn't do in the US) and I stumbled upon a woman climb into a UFO-shaped UAV. Then it took off.

272,555 views • 3 years ago

I just told my phone: "Play wordle and win." It opened the app for the first time, read the rules, guessed a word, waited for an ad to play, and got the word in three attempts. Insane!

I just told my phone: "Play wordle and win." It opened the app for the first time, read the rules, guessed a word, waited for an ad to play, and got the word in three attempts. Insane!

48,916 views • 9 months ago

This isn’t a chat overlay, it’s a true multimodal agent. It has the brand-new Snapdragon 8 Elite Gen 5 with 16GB RAM, so it can push a lot of the agentic workload on-device. Here I take a picture of a NIO battery swap station and ask, “What is this thing?” It’s running ByteDance’s Doubao model (>175M users in China): a massive, sparse MoE model with full text+vision support. It recognizes the infrastructure from the photo, grounds it to NIO’s network, and explains what it does.

46,550 views • 9 months ago

Here you see the cloud + on-device split very cleanly. Doubao handles the semantics: from a single hotel entrance photo it figures out which hotel this is, that I want to book tonight, and that it will need to check the hotel’s pet policy. Then ZTE’s 7B Nebula-GUI model (a vision model trained to understand screens) running locally on the Snapdragon 8 Elite drives the UI like a human: it picks Ctrip app, opens it, fills in dates, finds cheapest rate, reads the hotel policy on pets, and informs me I can bring a dog.

Here you see the cloud + on-device split very cleanly. Doubao handles the semantics: from a single hotel entrance photo it figures out which hotel this is, that I want to book tonight, and that it will need to check the hotel’s pet policy. Then ZTE’s 7B Nebula-GUI model (a vision model trained to understand screens) running locally on the Snapdragon 8 Elite drives the UI like a human: it picks Ctrip app, opens it, fills in dates, finds cheapest rate, reads the hotel policy on pets, and informs me I can bring a dog.

41,355 views • 9 months ago

I shared more details, which Reuters just reported, on Bloomberg two months ago. Equity research, reporting, and certainly U.S. policy on China's chip development completely underestimate reality.

I shared more details, which Reuters just reported, on Bloomberg two months ago. Equity research, reporting, and certainly U.S. policy on China's chip development completely underestimate reality.

38,450 views • 8 months ago

World’s first 8K 360° drone just launched… from 5,000 feet. DJI finally has competition, and it’s from Antigravity just down the street in Shenzhen. This is Insta360’s first drone. Will share some videos using it in the coming days.

World’s first 8K 360° drone just launched… from 5,000 feet. DJI finally has competition, and it’s from Antigravity just down the street in Shenzhen. This is Insta360’s first drone. Will share some videos using it in the coming days.

38,878 views • 9 months ago