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PODCAST

Manifold

Steve Hsu is Professor of Theoretical Physics and Computational Mathematics, Science, and Engineering at Michigan State University. Join him for wide-ranging conversations with leading writers, scientists, technologists, academics, entrepreneurs, investors, and more.

science natural sciences

All Episodes

137:25

Philippe Lemoine: Bad Covid Science, Ukraine...

Manifold ·

2024/06/20

Philippe Lemoine is a PhD candidate at Cornell University in philosophy and a widely-read public intellectual. We discuss philosophy, the scientific research used to justify COVID lockdowns, and the Russia-Ukraine war.Philippe’s writing: philippelemoine.comPhilippe on X: https://twitter.com/phl43(00:00) - Introduction and Guest Background(00:54) - Philippe's Academic Journey (08:29) - Philosophical Insights and Career Shift: Public Intellectual (46:17) - Russian Energy and European

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74:00

John Seo: Catastrophe Bonds and the Investor Choice...

Manifold ·

2024/06/06

Dr John Seo is co-founder and a managing director at Fermat Capital Management, LLC. He has over 30 years’ experience in fixed income bond and derivatives trading and has been active in the Insurance-Linked Securities (“ILS”) market for over 25 years. Prior to forming Fermat with his brother Nelson in 2001, Dr Seo was senior trader in the Insurance Products Group at Lehman Brothers, an officer of Lehman Re, and a state-appointed advisor to the Florida Hurricane Catastrophe Fund. Dr. Seo’s

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85:44

Molson Hart: China and Amazon, Up Close — #60

Manifold ·

2024/05/16

Molson Hart is the CEO of Viahart, an educational toy company. He has deep experience selling products manufactured in China, using Amazon and other platforms. He produced a documentary about the challenges Amazon's market dominance creates for sellers and buyers worldwide. His recent video about a recent trip to visit factories in China went viral, generating millions of views on X.Molson Hart on X: https://x.com/Molson_HartAmazon Documentary:

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43:04

Jaan Tallinn: AI Risks, Investments, and AGI — #59

Manifold ·

2024/05/02

Jaan Tallinn is a billionaire computer programmer and investor. He was a co-founder of Skype, and has invested in companies like DeepMind and Anthropic.Tallinn is a leading figure in the field of existential risk, having co-founded both the Centre for the Study of Existential Risk (CSER) at the University of Cambridge, in the United Kingdom and the Future of Life Institute in Cambridge, Massachusetts, in the United States.Steve and Jaan discuss:00:00 Introduction00:33 Jaan Tallinn: AI

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89:21

Glenn Luk: China’s economic evolution, GDP, and high...

Manifold ·

2024/04/18

Glenn Luk has worked as an investment banker, private equity investor, and startup founder. He has closely analyzed aspects of the Chinese economy, including its GDP and high speed rail system.Steve and Glenn discuss:(00:00) - Introduction(01:21) - Glenn Luk's Background: HK, Taiwan, China (07:59) - Evolution of Chinese Companies and Economy (14:58) - From Banking to Private Equity and Venture Capital (23:08) - Founding a Healthcare Startup and Entrepreneurial Ventures (26:35) - China's

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62:02

Casey Handmer: Terraform Industries and a...

Manifold ·

2024/04/04

Casey Handmer (PhD, Caltech, general relativity) is the founder of Terraform Industries. He is one of the most capable and ambitious geo-engineers on planet Earth!Terraform Industries is scaling technology to produce cheap natural gas with sunlight and air. Using solar energy, they extract carbon from the air and synthesize natural gas, all at the same site.March 2024: "Terraform completes the end to end demo, successfully producing fossil carbon free pipeline grade natural gas from

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73:35

Russell Clark: Japan, China, and USD reserve status —...

Manifold ·

2024/03/21

Russell Clark is a hedge fund investor who has lived and worked in both Japan and China. He writes the widely followed Substack Capital Flows and Asset Markets: https://www.russell-clark.com/Steve and Russell discuss:0:00 Introduction0:52 Russell's background and experiences in Japan13:25 Hong Kong and finance31:53 China property bubble48:54 Dollar status as global reserve currency56:09 Japan and China economies from a long run perspective1:05:07 Inflation, US economy, and macro

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50:19

Stephen Grugett: Predicting the Future with Manifold...

Manifold ·

2024/03/07

Stephen Grugett is the co-founder of Manifold Markets, the world's largest prediction market platform where people bet on politics, tech, sports, and more. Steve and Stephen discuss:0:00 Introduction0:52 Stephen Grugett’s background5:20 The genesis and mission of Manifold Markets11:25 The play money advantage: Legalities and user engagement20:47 Manifold’s user base and the power of calibration23:35 Simplifying prediction markets for broader engagement27:31 Revenue streams and future

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67:36

Ray McGovern: CIA, JFK, Deep State, and Ukraine...

Manifold ·

2024/02/22

Raymond McGovern is a former Central Intelligence Agency (CIA) analyst, serving from 1963 to 1990. His CIA career began under President John F. Kennedy and lasted through the presidency of George H. W. Bush. McGovern advised Henry Kissinger during the Richard Nixon administration, and during the Ronald Reagan administration he chaired National Intelligence Estimates and prepared the President's Daily Brief.He received the Intelligence Commendation Medal at his retirement but returned it in

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53:07

Lecture: Fermi Paradox, AI, Simulation Question — #53

Manifold ·

2024/02/08

Steve discusses DNA and the origin of life on Earth, the Fermi Paradox (is there alien life?), AI and its implications for the Simulation Question: could our universe be a simulation? Are we machines, but don't know it?Slides: https://docs.google.com/document/d/1CrWLiKYhLbDLG8yTOBySrsKrzAUbV-FES1toeJL-UWE/edit?usp=sharingFurther discussion of the Simulation Question in light of AGI, and a refinement from quantum mechanics: The Quantum Simulation Question:

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70:55

Utah AG Sean Reyes: “Sound of Freedom” and Human...

Manifold ·

2024/01/25

Sean Reyes is Utah’s Attorney General and a producer for the movie “Sound of Freedom.” Steve and Sean discuss his personal story, human trafficking, and the role of technology in law enforcement.More on Reyes: https://en.wikipedia.org/wiki/Sean_ReyesNOTE: Reyes has announced that he will not seek re-election as Utah AG: https://www.youtube.com/watch?v=HEEj4UgjDL400:00 Sean Reyes’ early life and family history14:21 Sean's personal journey and career21:28 Political journey and decision to run

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84:14

Military Technology and U.S.-China War in the Pacific...

Manifold ·

2024/01/11

TP Huang returns for the third time to discuss the US-China strategic competition in terms of military technology.Previous episodes with TP include:China's EV Market Dominance and the Challenges Facing Tesla — #48: https://www.manifold1.com/episodes/chinas-ev-market-dominance-and-the-challenges-facing-tesla-48Huawei and the US-China Chip War — #44: https://www.manifold1.com/episodes/huawei-and-the-us-china-chip-war-44Steve and TP discuss: (00:00) - Introduction(02:23) - Hypersonic weapons

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87:12

Louis-Vincent Gave: Understanding China’s Economy,...

Manifold ·

2023/12/14

Louis-Vincent Gave of Gavekal discusses China's economic growth, its focus on education, and the global implications of its economic and political policies.https://research.gavekal.com/Steve and Louis discuss:(00:00) - Early life - Gave as French infantry officer (14:42) - Founding Gavekal (23:50) - Understanding China economic growth (32:57) - China real estate market (42:48) - The impact of China’s economic growth (48:19) - Comparing the size of the Chinese and U.S. economies (01:07:09) -

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62:57

Charles Miller: Satellite Technology and the Future...

Manifold ·

2023/11/30

Charles Miller is co-founder and CEO of Lynk. He is a serial space entrepreneur with 30 years of experience in the space industry.Lynk - https://lynk.world/Steve and Charles discuss: 0:00 Introduction and guest background1:27 Miller's early passion for space3:54 Evolution of commercial space6:42 Impact of Elon Musk and SpaceX8:01 The challenges of early stage startups11:26 The birth of Lynk, its technical challenges, and breakthroughs33:11 Use cases for satellite connectivity35:20 The plan

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83:03

China's EV Market Dominance and the Challenges Facing...

Manifold ·

2023/11/16

TP Huang is a computer scientist and analyst of global technology development. He posts often on X: https://twitter.com/tphuang.0:00 Introduction2:21 How TP Huang became interested in electric vehicles6:30 The perception and reality of Chinese products, future of Chinese auto market9:24 The impact of Tesla on the Chinese electric vehicle market14:41 Buying a car in China27:05 China dominates with electric vehicle batteries30:44 The challenges facing Tesla in China40:11 The evolution of

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90:02

Taylor Ogan, Snow Bull Capital: China's tech...

Manifold ·

2023/11/02

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

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103:17

Bharat Karnad: India geostrategy, nuclear arsenal,...

Manifold ·

2023/10/19

Bharat Karnad is an Emeritus Professor in National Security Studies at the Center for Policy Research in Delhi. He was a member of India's first National Security Advisory Board and has authored several books on nuclear weapons and Indian security.Karnad's blog: https://bharatkarnad.com/Karnad on the death of Homi Bhabha and of other atomic weapons scientists:https://bharatkarnad.com/2020/12/06/kill-scientists-disrupt-n-weapons-programmes/An excellent documentary film on the life of Indian

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91:58

Yasheng Huang: China's Examination System and its...

Manifold ·

2023/10/05

Yasheng Huang is the Epoch Foundation Professor of Global Economics and Management at the MIT Sloan School of Management. His new book is The Rise and Fall of the EAST: How Exams, Autocracy, Stability, and Technology Brought China Success, and Why They Might Lead to Its Decline.Steve and Yasheng discuss: 0:00 Introduction1:11 From Beijing to Harvard in the 1980s15:29 Civil service exams and Huang's new book, "The Rise and Fall of the EAST"37:14 Two goals: Developing human capital and

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77:40

Huawei and the US-China Chip War — #44

Manifold ·

2023/09/21

TP Huang is a computer scientist and analyst of global technology development. He posts often on X: https://twitter.com/tphuang.Steve and TP discuss:0:00 Introduction: TP Huang and semiconductor technology5:40 Huawei’s new phone and SoC23:19 SMIC 7nm chip production in China: Yield and economics28:21 Impact on Qualcomm36:08 U.S. sanctions solved the coordination problem for Chinasemiconductor companies42:48 5G modem and RF chips: impact on Qualcomm, Broadcom, Apple, etc.47:14 5G and

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61:59

Meritocracy, SAT Scores, and Laundering Prestige at...

Manifold ·

2023/09/07

Steve discusses 10 key graphs related to meritocracy and university admissions. Predictive power of SATs and other factors in elite admissions decisions. College learning outcomes - what do students learn? The four paths to elite college admission. Laundering prestige at the Ivies.Slides: https://docs.google.com/presentation/d/1n-nwoeKe_DcA5tJxTwqTeZBEY7nObxkujKLxVfAzRAY/edit?usp=sharingCLA and College Learning

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153 results

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