@snowbullcapital in Shenzhen | @UCLA alum Disclaimer: https://xitter.cf/t.co/bqAT2axIsR
Shenzhen, China
Joined July 2019
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1/ Whether or not you’ve heard the @BYDCompany mask story, and even if you know nothing about the EV giant, this is worth reading.
The story is in Chinese, but we attempted to translate it, because it’s incredible.
Please excuse the poor translation; we aren't fluent yet.
Bridget McCarthy retweeted
ULTIMATE GLORY 🏆
Zheng Qinwen makes history, becoming the first Chinese player to win the China Open trophy!
#ChinaOpen
Bridget McCarthy retweeted
Keep your head on a swivel in Shenzhen. There are silent cars, scooters, and sprinting robots
Bridget McCarthy retweeted
The way to think about “open” in software is being a low-cost producer (vs a high margin one). When a company (or 2) achieves record valuations in record time, that rightfully attracts competition (as it should). We need to let the free market work.
wapo.st/4pvR0mJ
Bridget McCarthy retweeted
🎾Introducing LATENT: Learning Athletic Humanoid Tennis Skills from Imperfect Human Motion Data
Dynamic movements, agile whole-body coordination, and rapid reactions. A step toward athletic humanoid sports skills.
Project: zzk273.github.io/LATENT/
Code: github.com/GalaxyGeneralRobo…
Bridget McCarthy retweeted
Shenzhen is the Technology Capital of the World, with Taylor Ogan – Manifold #107
Recorded live in Shenzhen with Taylor Ogan, the founder and CEO of Snowbull Capital, which invests in Chinese technology companies.
(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
Bridget McCarthy retweeted
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.
Taylor Ogan broke this story on Manifold in early 2025.
Taylor: ... there are teams at Huawei in two different parts of China that are working around the clock ... literally cut off from their friends and family just because the work they're doing is so sensitive. Imagine how quickly they're going to accelerate, Chinese complete domestic chip development.
Steve Hsu: You going to say that they're working on EUV lithography
Bridget McCarthy retweeted
Taylor Ogan broke this story on Manifold in early 2025.
Taylor: ... there are teams at Huawei in two different parts of China that are working around the clock ... literally cut off from their friends and family just because the work they're doing is so sensitive. Imagine how quickly they're going to accelerate, Chinese complete domestic chip development.
Steve Hsu: You going to say that they're working on EUV lithography
Reuters: Shenzhen team completed a working prototype of a EUV machine in early 2025
Government is targeting 2028 for working chips, but sources say 2030 is more likely.
... The team includes recently retired, Chinese-born former ASML engineers and scientists—prime recruitment targets because they possess sensitive technical knowledge but face fewer professional constraints after leaving the company, the people said.
... Lin Nan, ASML's former head of light source technology, whose team at the Chinese Academy of Sciences' Shanghai Institute of Optics has filed eight patents on EUV light sources in 18 months. [ Note: solid-state pulsed lasers instead of CO2 lasers ]
Take all this with a grain of salt, ofc.
Bridget McCarthy retweeted
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.
Bridget McCarthy retweeted
Checked out the Sanitation Robot Competition in Shenzhen last week.
It was amazing to see so many types of cleaning robots for streets and roads, a perfect use case for service robots.
Bridget McCarthy retweeted
Our @TaylorOgan & Chen Xiangming explore Shenzhen as a "Spinout City," where firms like DJI, Huawei, & BYD, plus uni incubators & a dense parts ecosystem, form an "alumni flywheel" that turns technical managers into founders & suppliers into platform companies, fueling innovation
As Shenzhen gains innovation power, it has become more integrated with neighbouring Hong Kong and nearby Guangzhou to form a regional innovation ecosystem... tinyurl.com/48k8r8wk #China #Shenzhen #Guangzhou #ThinkChina
Bridget McCarthy retweeted
It’s official! The 2026 APEC Economic Leaders’ Meeting will be held in China, and Shenzhen will take the stage as the host city.
From a border town to a global metropolis, Shenzhen has become a symbol of China’s reform and opening-up, with its GDP surging 13,600 times and population expanding 50-fold in just 45 years.
As the most influential economic cooperation mechanism in the Asia-Pacific region, APEC now looks to Shenzhen — where opportunities meets the world.
Bridget McCarthy retweeted
Read my latest for @nytimes , together with my colleague Dr. Jennifer Wong-Leung, featuring our latest ASPI research:
Shutting out China’s best minds will only push them into a homegrown Chinese research ecosystem that is already eclipsing American universities.
Bridget McCarthy retweeted
I’m at the Bay Area Semiconductor Expo in Shenzhen. A company called Qiyunfang, a subsidiary of 新凯来 (SiCarrier), just unveiled two fully domestic EDA software platforms: one for schematic and one for PCB design. Yet another Made in China 2025 success.
Bridget McCarthy retweeted
‘The Stella show’: the executive at the heart of BYD’s global push on.ft.com/4q7gxlT
Bridget McCarthy retweeted
For @gdnlongread, I profile'd Zhu Song-Chun, one of China's top AI scientists and an avatar of America's "reverse brain drain" problem. I detail why he left, the geopolitics of his repatriation, and the keys to AGI he may have brought back with him. theguardian.com/news/ng-inte…
Bridget McCarthy retweeted
An excellent piece by @joshchin and Rafaelle Huang — very timely given China’s recent rollout of its “AI Plus” strategy. wsj.com/tech/ai/china-has-a-…
Bridget McCarthy retweeted
Here’s a great overview and analysis (and English translation) of China’s new “AI Plus” plan.
It’s not about achieving some abstract idea of “AGI” but about practically infusing AI into every sector of the economy to drive productivity and growth. geopolitechs.org/p/china-rel…
Bridget McCarthy retweeted
I've been saying this for years. Very important framework to understand both countries. xitter.cf/TaylorOgan/status/1314…
