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Taylor Ogan

@TaylorOgan • 39,372 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.

1,459,720 Aufrufe

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 Aufrufe

~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 Aufrufe

BYD Yangwang U9 can hop over speed bumps and potholes

BYD Yangwang U9 can hop over speed bumps and potholes

52,799 Aufrufe

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BYD is changing the parking game

BYD is changing the parking game

7,199,791 Aufrufe • vor 1 Jahr

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.

933,284 Aufrufe • vor 6 Monaten

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.

1,500,783 Aufrufe • vor 2 Jahren

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).

918,079 Aufrufe • vor 2 Jahren

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

582,725 Aufrufe • vor 1 Jahr

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

387,478 Aufrufe • vor 1 Jahr

This is how BYD’s new pickup truck is manufactured. Notice there are no humans in the video. US politicians haven’t even considered highly automated factories as a reason Chinese EVs are so much better and cheaper than what is available in the US, because they are so blindly anti-China and so obsessed with creating/protecting jobs. These Chinese EVs aren’t a result of subsidies, but rather a product of years of innovation and intense competition in China. US politicians are trying to stymie innovation and competition.

This is how BYD’s new pickup truck is manufactured. Notice there are no humans in the video. US politicians haven’t even considered highly automated factories as a reason Chinese EVs are so much better and cheaper than what is available in the US, because they are so blindly anti-China and so obsessed with creating/protecting jobs. These Chinese EVs aren’t a result of subsidies, but rather a product of years of innovation and intense competition in China. US politicians are trying to stymie innovation and competition.

335,618 Aufrufe • vor 2 Jahren

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

152,950 Aufrufe • vor 1 Jahr

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 Aufrufe • vor 5 Monaten

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.

46,424 Aufrufe • vor 6 Monaten

Hands on with the Huawei MateBook Pro... INCREDIBLE hardware! I feel so bad for tech enthusiasts who can't experience this.

Hands on with the Huawei MateBook Pro... INCREDIBLE hardware! I feel so bad for tech enthusiasts who can't experience this.

80,609 Aufrufe • vor 1 Jahr

Wang Chuanfu: "Chinese new energy vehicle technology—whether in products, innovation, or supply chains—is leading the world by roughly three to five years. Only through open innovation can we share these high-quality products globally and achieve mutual development. We don’t have any other special skills—we rely entirely on technological innovation. If you ask what our greatest asset is, I’d say it’s our team of 110,000 engineers. This is BYD’s most valuable resource. Behind every technology we develop lies relentless innovation. Behind every breakthrough is a commitment to green development. And behind every advancement are the tireless efforts and hard work of those 110,000 engineers."

Wang Chuanfu: "Chinese new energy vehicle technology—whether in products, innovation, or supply chains—is leading the world by roughly three to five years. Only through open innovation can we share these high-quality products globally and achieve mutual development. We don’t have any other special skills—we rely entirely on technological innovation. If you ask what our greatest asset is, I’d say it’s our team of 110,000 engineers. This is BYD’s most valuable resource. Behind every technology we develop lies relentless innovation. Behind every breakthrough is a commitment to green development. And behind every advancement are the tireless efforts and hard work of those 110,000 engineers."

95,109 Aufrufe • vor 1 Jahr

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 Aufrufe • vor 6 Monaten

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.

37,990 Aufrufe • vor 5 Monaten

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 Aufrufe • vor 5 Monaten

This is like the 15th example they've shown of their suspension. They won't stop dunking on every other car. I'd be terrified to be BYD's competitor.

This is like the 15th example they've shown of their suspension. They won't stop dunking on every other car. I'd be terrified to be BYD's competitor.

69,767 Aufrufe • vor 1 Jahr

I tell it to order me two of the drinks in front of me. It reuses the cart, updates quantity, pays, and a Meituan drone flies the order to a nearby locker. When Meituan’s automated phone system calls to say the delivery arrived, Doubao auto-answers and talks to their bot on my behalf. You’re literally watching ByteDance’s agent, ZTE’s GUI, Meituan’s AI, and the AV/drone stack negotiate around a human who’s basically idle.

I tell it to order me two of the drinks in front of me. It reuses the cart, updates quantity, pays, and a Meituan drone flies the order to a nearby locker. When Meituan’s automated phone system calls to say the delivery arrived, Doubao auto-answers and talks to their bot on my behalf. You’re literally watching ByteDance’s agent, ZTE’s GUI, Meituan’s AI, and the AV/drone stack negotiate around a human who’s basically idle.

33,722 Aufrufe • vor 6 Monaten

New moose test record speed. Also, first autonomous moose test? LiDAR rocks!

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New moose test record speed. Also, first autonomous moose test? LiDAR rocks!

60,443 Aufrufe • vor 1 Jahr

Google Nest Lei Jun Huawei Maextro S800, RMB 1-1.5million. 5.5 meters long. Not many details today, but will have Level 3 intelligent driving and you can preorder today.

Google Nest Lei Jun Huawei Maextro S800, RMB 1-1.5million. 5.5 meters long. Not many details today, but will have Level 3 intelligent driving and you can preorder today.

69,734 Aufrufe • vor 1 Jahr