Manifold

Murtaza Hussain is a reporter for Drop Site News, which has brokenimportant stories based on recently obtained Epstein emails. Hussainreports that Epstein had an “extensive relationship with Israeliintelligence, U.S. intelligence and the intelligence agencies of othercountries, as well... He was a dealmaker and a fixer at a very, veryelite level.”Links:Drop Site News series on Epstein and Israelhttps://www.dropsitenews.com/s/epstein-and-israelFormer Israeli spy Ari Ben Menashe on Jeffrey Epsteinhttps://x.com/hsu_steve/status/1994046737040712144(01:08) - Introduction (02:20) - The Mission of Drop Site News (06:00) - Epstein Emails (15:28) - Epstein connections and elite power (35:48) - Epstein and intel agencies (39:54) - Ari Ben Menashe and the Iran Contra Affair (42:21) - Media Censorship and Political Implications (47:33) - The Future of Epstein Investigations –Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.

Scott Horton is the author of Provoked: How Washington Started the New Cold War with Russia and the Catastrophe in Ukraine. Horton is a libertarian and anti-war activist. He and Steve discuss the Russia Hoax and its connection to American foreign policy, in light of new evidence that has emerged since the first Trump term.Scott’s book: https://www.amazon.com/Provoked-Washington-Started-Catastrophe-Ukraine/dp/1733647376X handle: @scotthortonshow(00:00) - Scott Horton on the Russia Hoax and Ukraine War – #98 (01:49) - Scott Horton's Political Journey (04:55) - The State of Public Awareness and Media (11:42) - Russiagate and the Indictment of James Comey (43:13) - Perjury and Obstruction Charges: The Virginia Trial Dilemma (43:51) - The Durham Investigation: Unveiling Corruption (46:28) - Post-Durham Report Revelations (59:04) - Ukraine Conflict: Provoked or Unprovoked? –Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.

Zixuan Li is Director of Product and genAI Strategy at Z.ai. He was educated at Renmin and Tsinghua University in China, and at MIT and Carnegie Mellon. Z.ai has released frontier open source LLMs but is largely unknown in the West except among AI experts. Steve and Zixuan discuss the AI race from the perspective of a startup in Beijing.https://chat.z.ai/Follow Z.AI on X: @Zai_orgChapter markers:(00:00) - Introduction and Guest Background (05:14) - Z.ai's Evolution and Challenges (10:37) - AI Model Comparison and Industry Insights (34:04) - Pragmatic Views on AGI in China (35:51) - Specialized Models and Scientific Contributions (39:02) - AI Chips and Model Training in PRC (50:54) - Open Source AI and Future Predictions –Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU.Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.

Kyle Chan is a Postdoctoral Research Associate and Lecturer in Sociology at Princeton University. His research focuses on industrial policy, clean technology, and infrastructure with a regional focus on China and India. He is currently working on a book on Chinese industrial policy that aims to explain how China came to dominate certain industries today that had originally been led by the US, Japan, and other industrialized nations. These industries include electric vehicles, solar, high-speed rail, and consumer electronics. The book will describe the wide range of industrial policy tools used in China and their ongoing efforts in other industries, such as semiconductors and biotechnology.Kyle Chan writes a popular newsletter called High Capacity on industrial policy, clean technology, and infrastructure, particularly in China and India.Personal website: https://www.kyleichan.com/NYT op-ed: https://www.nytimes.com/2025/05/19/opinion/china-us-trade-tariffs.htmlLu Feng interview: https://www.high-capacity.com/p/chinese-industrial-maximalismChapter Markers:(00:00) - Introduction (00:50) - Kyle's Background and Research Interests (05:51) - China vs. India: A Comparative Study of Railway Development (12:38) - The Broader Implications of Industrial Policy (37:48) - Introduction to Industrial Maximalism (38:54) - China's Manufacturing Strategy (41:33) - US-China Technological Competition (59:45) - Global Collaboration and Future Outlook Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.–Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.

Max Dama is the co-chairman of Headlands Technologies LLC, a global quantitative proprietary trading firm headquartered in Chicago, with offices in New York, Austin, London, Amsterdam and Singapore. He earned a B.A. in Mathematics, Statistics, Computer Science, and Business from the University of California, Berkeley.A generation of quants know Max through his notes on automated trading and on interview brain teasers.https://work-in-progress.notion.site/Max-Dama-s-Brainteasers-Study-Guide-WIP-9eb1f4b692f241d894462ddf1ab34617http://isomorphisms.sdf.org/maxdama.pdfSteve and Max discuss:(00:00) - Introduction (01:18) - Max Dama's Early Life and Education (02:19) - Journey into Trading and Career Development (06:56) - The High-Frequency Trading Industry (26:42) - Academic Foundations for Trading (27:50) - Computer Science in Trading (28:57) - Insights into the Trading Industry (35:49) - AI and the future of HFT Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.–Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.

Manifold has its own Discord channel! https://discord.gg/dvcHS6NXThe purpose of the channel is to create a community of listeners with shared interests. It developed from a series of in-person meetups with Steve in cities like SF, NYC, Singapore, Beijing, Shanghai.Chapter markers:(00:00) - Manifold Discord Channel, Live Q&A (02:36) - Genomics and Predictive Genetics (09:28) - Trump Administration, Epstein, and Political Commentary (29:42) - Missile Defense Systems: Historical Challenges and Modern Realities (36:48) - Failures and Cover-Ups in Missile Defense (45:23) - Developing Intellectual Taste and Productivity Tips Links related to Q&A:Best genomic predictor for cognitive ability: https://x.com/hsu_steve/status/1936401098345980207Ted Postol on missile defense: https://www.manifold1.com/episodes/theodore-a-postol-nuclear-weapons-missile-technology-and-u-s-diplomacy-12Sputnik moment: https://x.com/hsu_steve/status/1873541234125316367China-US comparisons:https://www.manifold1.com/episodes/letter-from-beijing-with-han-feizi-72https://www.manifold1.com/episodes/letter-from-shanghai-reflections-on-china-in-2024-73https://x.com/hsu_steve/status/1934216476560388250Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.–Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.

Patrick McGee is a longtime FT business reporter with extensive experience reporting on China. He is the author of the highly acclaimed Apple in China: the capture of the world's greatest company. Steve and Patrick discuss the history of Apple and its impact on technology development in China. “The best book about Apple ever written, one of the best books about China ever written, and one of the best books about tech, period.” —Ben Thompson, Stratechery. Apple in China on Amazon: https://www.amazon.com/Apple-China-Capture-Greatest-Company/dp/1668053373(00:00) - Introduction to Patrick McGee and his Book (03:05) - The Apple-Foxconn Partnership (07:07) - China's Industrial Transformation and Apple's Role (32:48) - Automation Challenges in Apple's Production (34:50) - Chinese Innovation and Huawei's Rise (36:15) - The Impact of US-China Trade Tensions (38:08) - Apple's Internal Struggles and Future Outlook (48:56) - Hidden gems in the book Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.–Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.

Zihan Wang is an AI researcher at Northwestern University, where he works on vision-language models, robotics, and reinforcement learning. Previously, he interned at DeepSeek, contributing to projects like DeepSeek-V2.Zihan's homepage: https://zihanwang314.github.io/(00:00) - Introduction (01:13) - Zihan's Background, CS and AI Research in China (11:09) - DeepSeek; Human capital flow from PRC to US (16:07) - DeepSeek, Open Source and AI Research (31:52) - Model Size and Performance Constraints (33:01) - Data Bottleneck in Pre-trained Models (34:12) - Transformer Architecture and Scaling Laws (36:30) - Efficiency in Model Training (47:44) - Chain of Experts Architecture (01:01:06) - Future of AI and Robotics Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.–Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics, Science, and Engineering at Michigan State University. Previously, he was Senior Vice President for Research and Innovation at MSU and Director of the Institute of Theoretical Science at the University of Oregon. Hsu is a startup founder (SuperFocus.ai, SafeWeb, Genomic Prediction, Othram) and advisor to venture capital and other investment firms. He was educated at Caltech and Berkeley, was a Harvard Junior Fellow, and has held faculty positions at Yale, the University of Oregon, and MSU. Please send any questions or suggestions to manifold1podcast@gmail.com or Steve on X @hsu_steve.