Synopsis
man·i·fold /manfld/ many and various.
Episodes
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China's EV Market Dominance and the Challenges Facing Tesla — #48
16/11/2023 Duration: 01h23minTP 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 smart cars, autonomous vehicles, and self driving50:48 LIDAR technology and autonomous driving59:08 BYD, China’s energy independence, and power grid1:14:04 The downstream impact of China leading in tech and electric vehiclesMusic 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 D
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Taylor Ogan, Snow Bull Capital: China's tech frontier, the view from Shenzhen — #47
02/11/2023 Duration: 01h30minTaylor 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 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, an
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Bharat Karnad: India geostrategy, nuclear arsenal, and assassination of Homi Bhabha, the Oppenheimer of India — #46
19/10/2023 Duration: 01h43minBharat 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 theoretical physicist Homi Bhabha:https://www.youtube.com/watch?v=L6GEGOvXh4g&ab_channel=InternationalCentreforTheoreticalSciencesSteve and Bharat discuss:0:00 Introduction0:58 Karnad's educational background, nuclear research, journalism career26:50 Refocusing India's defense posture from Pakistan to China45:21 Why don't India and China have better relations?53:33 India's nuclear arsenal1:04:31 The mysterious death of Homi Bhabha, India's Oppenheimer1:28:50 Land of subjugation, the caste system, and English as the lang
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Yasheng Huang: China's Examination System and its impact on Politics, Economy, Innovation — #45
05/10/2023 Duration: 01h31minYasheng 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 indoctrination48:33 Impact of the exam system57:04 China's innovation peak and decline1:12:23 Collaboration and relationship with the West1:21:31 How will the U.S.-China relationship evolve?Yasheng Huang at MIThttps://mitsloan.mit.edu/faculty/directory/yasheng-huangWeb site:http://www.yashenghuang.com/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. Prev
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Huawei and the US-China Chip War — #44
21/09/2023 Duration: 01h17minTP 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 Huawei52:50 Satellite capabilities of Huawei phones56:46 Huawei vs Apple and Chinese consumers1:01:33 Chip War and AI model trainingMusic 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 f
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Meritocracy, SAT Scores, and Laundering Prestige at Elite Universities — #43
07/09/2023 Duration: 01h01minSteve 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 outcomes:https://infoproc.blogspot.com/2015/01/measuring-college-learning-outcomes.htmlHarvard Veritas: Interview with a recent graduatehttps://infoproc.blogspot.com/2022/08/harvard-veritas-interview-with-recent.htmlDefining Merit - Human Capital and Harvard University:https://infoproc.blogspot.com/2009/11/defining-merit.htmlChapter markers:0:00 Introduction 1:28 University of California system report and the use of SAT scores admissions8:04 Longitudinal study on gifted students and SAT scores (SMPY)12:53 Unprecedented data on earnings outcomes and SAT scores15:43 How SAT scores and university pedigree
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Aella: Sex Work, Sex Research, and Data Science — #42
24/08/2023 Duration: 01h39minAella is a sex worker, sex researcher, and data scientist.Aella on X: https://twitter.com/Aella_GirlInterviews with ex-prostitutes on the pimp life (Las Vegas)https://www.youtube.com/watch?v=eAlXdyjmWUo&ab_channel=PeterSantenelloAn earlier Aella interview with Reason:https://reason.com/podcast/2022/04/27/aella-libertarian-sex-worker-turned-data-scientist/Steve and Aella discuss:(00:00) - Introduction (01:22) - Aella's background and upbringing (12:45) - Aella's experiences as a sex worker and escorting (29:52) - Pimp culture (38:01) - Seeking Arrangement (43:50) - Cheating (46:50) - OnlyFans, farming simps (51:49) - Incels and sex work (56:24) - Porn and Gen-Z (01:12:43) - Embryo screening (01:21:43) - How far off is IVG? 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 In
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AI on your phone? Tim Dettmers on quantization of neural networks — #41
10/08/2023 Duration: 01h07minTim Dettmers develops computationally efficient methods for deep learning. He is a leader in quantization: coarse graining of large neural networks to increase speed and reduce hardware requirements.Tim developed 4-and 8-bit quantizations enabling training and inference with large language models on affordable GPUs and CPUs - i.e., as commonly found in home gaming rigs.Tim and Steve discuss: Tim's background and current research program, large language models, quantization and performance, democratization of AI technology, the open source Cambrian explosion in AI, and the future of AI.0:00 Introduction and Tim’s background18:02 Tim's interest in the efficiency and accessibility of large language models38:05 Inference, speed, and the potential for using consumer GPUs for running large language models45:55 Model training and the benefits of quantization with QLoRA57:14 The future of AI and large language models in the next 3-5 years and beyondTim's site: https://timdettmers.com/Tim on GitHub: https://github.com
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Paul Huang, the real situation in Taiwan: politics, military, China — #40
27/07/2023 Duration: 01h16minPaul Huang is a journalist and research fellow with the Taiwan Public Opinion Foundation. He is currently based in Taipei, Taiwan.Sample articles:Taiwan’s Military Has Flashy American Weapons but No Ammo (in Foreign Policy): https://foreignpolicy.com/2020/08/20/taiwan-military-flashy-american-weapons-no-ammo/Taiwan’s Military Is a Hollow Shell (Foreign Policy): https://foreignpolicy.com/2020/02/15/china-threat-invasion-conscription-taiwans-military-is-a-hollow-shell/Steve and Paul discuss: 0:00 Introduction 1:44 Paul’s background; the Green Party (DPP) and Blue Party (KMT) in Taiwan4:40 How the Taiwanese people view themselves vs mainland Chinese15:02 Taiwan taboos: politics and military preparedness15:27 Effect of Ukraine conflict on Taiwanese opinion29:56 Lack of realistic military planning37:20 Is there a political solution to reunification with China? What influence does the U.S. have?51:34 The likelihood of peaceful reunification of Taiwan and China56:45 Honest views on Taiwanese and U.S. military readi
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Richard Hanania & Rob Henderson: The Rise of Wokeness and the Influence of Civil Rights Law — #39
13/07/2023 Duration: 01h34minSteve Hsu, Richard Hanania, and Rob Henderson were scheduled for a June 2023 panel as part of the University of Austin (UATX) Forbidden Courses series. Steve missed the panel due to travel issues, but the three have gathered on this podcast to recreate the fun!They discuss:0:00 Introduction1:20 The University of Austin and forbidden courses17:37 Will woke campus culture change anytime soon?29:57 Common people vs elites on affirmative action35:42 Why it’s uncomfortable to disagree about affirmative action41:22 Fraud and misrepresentation in higher ed44:20 The adversity carveout in the Supreme Court affirmative action ruling50:10 Standardized testing and elite university admissions1:06:18 Divergent views among racial and ethnic groups on affirmative action; radicalized Asian American males1:10:00 Differences between East and South Asians in the West 1:23:03 Class-based preferences and standardized tests1:31:57 Rob Henderson’s next move LINKSRichard Hanania’s new book: The Origins of Woke: Civil Rights Law, Cor
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Richard Sander (UCLA Law) on the Supreme Court Affirmative Action Ruling — #38
01/07/2023 Duration: 47minRichard Sander is Jesse Dukeminier Professor at UCLA Law School. AB Harvard, JD, PhD (Economics) Northwestern.Steve and Richard discuss the recent Supreme Court ruling in Students For Fair Admissions vs Harvard and UNC.Sander has studied the structure and effects of law school admissions policies. He coined the term "Mismatch" to describe negative consequences resulting from large admissions preferences.0:00 Introduction1:09 Richard Sander’s initial reaction to the Supreme Court ruling4:03 How data influenced the court’s decision7:58 Overview of the court’s ruling11:27 Carve outs in the court’s ruling16:59 The litigation landscape21:25 Workarounds to race-blind admissions and the UC system32:22 Remedies: What will happen with Harvard and UNC now?38:02 The landscape of college admissions44:47 Effects of the Supreme Court ruling beyond higher educationLINKSSCOTUS decision on Affirmative Action:https://int.nyt.com/data/documenttools/supreme-court-decision-on-race-based-admissions/0a725aaabb459074/full.pdfRichard
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AI Cambrian Explosion: Conversation With Three AI Engineers — #37
08/06/2023 Duration: 01h04minIn this episode, Steve talks to three AI engineers from his startup SuperFocus.AI.0:00 Introduction1:06 The Google memo and open-source AI 14:41 Sparsification and the size of models: AI on your phone?30:16 When will AI take over ordinary decision-making from humans?34:50 Rapid advances in AI: a view from inside41:28 AI Doomers and AlignmentLinks to earlier episodes on AI and LLMs.Artificial Intelligence & Large Language Models: Oxford Lecture — #35: https://www.manifold1.com/episodes/artificial-intelligence-large-language-models-oxford-lecture-35Bing vs. Bard, US-China STEM Competition, and Embryo Screening — #30: https://www.manifold1.com/episodes/bing-vs-bard-us-china-stem-competition-and-embryo-screening-30ChatGPT, LLMs, and AI — #29: https://www.manifold1.com/episodes/chatgpt-llms-and-aiMusic 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 U
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David Goldman: US-China Competition, AI, Electric Vehicles, and Manufacturing — #36
25/05/2023 Duration: 01h16minDavid Paul Goldman is an American economic strategist and author, best known for his series of online essays in the Asia Times under the pseudonym Spengler with the first column published January 1, 2000.Steve and David discuss:0:00 Introduction2:22 David’s background in music, finance, and Asia16:55 Looking back at the financial crisis23:04 Rise of the Chinese economy29:44 How Huawei’s strength is tied to China’s economic power36:49 Competition in the global electric vehicles market38:06 Why David thinks European countries like Germany will become closer with China45:29 U.S. manufacturing is falling behind52:08 Potential for war and ongoing U.S.-China competition1:04:07 Predictions for TaiwanLinks:David Goldman in Wikipedia:https://en.wikipedia.org/wiki/David_P._GoldmanSpengler column:https://asiatimes.com/author/spengler/You Will Be Assimilated: China's Plan to Sino-form the Worldhttps://www.amazon.com/You-Will-Be-Assimilated-Sino-form/dp/1642935409Prisoner’s Dilemma: Avoiding war with China is the most urg
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Artificial Intelligence & Large Language Models: Oxford Lecture — #35
11/05/2023 Duration: 01h24minThis week's episode is based on a lecture Steve gave to an audience of theoretical physicists at Oxford University. The topic is artificial intelligence and large language models. Lecture slides: https://docs.google.com/presentation/d/1xiMeeRMVpB-_W66BnyRyUAtrLlUwQNlndqbVcguKK8U/edit?usp=sharingChapter markers:0:00 Introduction2:31 Deep Learning and Neural Networks; history and mathematical results21:15 Embedding space, word vectors31:53 Next word prediction as objective function34:08 Attention is all you need37:09 Transformer architecture44:54 The geometry of thought52:57 What can LLMs do? Sparks of AGI1:02:41 Hallucination 1:14:40 SuperFocus testing and examples1:18:40 AI landscape, AGI, and the futureMusic 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 Di
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Simone Collins: IVF, Embryo Selection, Dating on the Spectrum, and Pronatalism — #34
27/04/2023 Duration: 01h30minIn collaboration with her husband Malcolm Collins, Simone is an author (The Pragmatist's Guide to Life, Relationships, Sexuality, Governance, and Crafting Religion), education reform advocate (CollinsInstitute.org), pronatalism activist (Pronatalist.org), and business operator (Travelmax.com).Note: the YouTube version of this interview includes video of Steve and Simone.Steve and Simone discuss:0:00 Introduction1:49 Simone's IVF journey, and embryo screening40:02 Dating; girl autists55:41 Finding a husband, systematized1:09:57 Pronatalism 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) and advisor to venture c
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Katherine Dee: Culture, Identity, and Isolation in the Digital Age — #33
13/04/2023 Duration: 01h56minKatherine Dee is a writer, journalist, and internet historian.Steve and Katherine discuss:0:00 Introduction1:15 Katherine’s early life and background21:52 Mass shootings, Manifestos, Nihilism, and Incels59:35 Trad values, Sex negativity vs Porn and Fleshlights1:28:54 Elon Musk’s plans for Twitter1:33:00 TikTok1:41:41 Adderall1:44:07 AI/GPT impact on writers and journos1:49:30 Gen-X generation gap: are the kids alright?References:Katherine’s Substack: https://defaultfriend.substack.com/“Mass Shootings and the World Liberalism Made”: https://contra.substack.com/p/mass-shootings-and-the-world-liberalismMusic 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 (Super
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Marc Martinez: "Dream Big" and the Golden Age of Bodybuilding — #32
16/03/2023 Duration: 01h16minMarc Martinez is the director of Dream Big, a documentary about Gold's Gym and the golden age of bodybuilding in Venice and Santa Monica in the 1970s.Steve and Marc discuss:(01:34) - Marc's background in bodybuilding (05:36) - Reflections on bodybuilding in Southern California (26:03) - Setting the record straight on steroid use (33:52) - Frank Zane (38:33) - Robby Robinson (40:32) - Butler, Gaines, and Arnold (42:46) - "Dream Big" (48:18) - Pumping Iron (59:44) - Hypersexuality in bodybuilding (01:10:56) - What's next for Marc References:Watch Dream Big on Amazon: https://www.amazon.com/Dream-Big-Ken-Sprague/dp/B0B8ST5LNL/Dream Big documentary: https://dreambigdoc.com/Dream Big trailer: https://www.youtube.com/watch?v=X22ISDn083APumping Iron: https://www.youtube.com/watch?v=6lCCk6rgn84Music 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.
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Gilles Saint-Paul: The Yellow Vests, French Politics, and Hypergamy — #31
02/03/2023 Duration: 01h10minGilles Saint-Paul is Professeur à l'Ecole Normale Supérieure. He is a graduate of Ecole Polytechnique in Engineering and received his PhD from MIT in Economics. Gilles and Steve discuss the French elite education system, the Yellow Vest movement, French politics and populism, and Saint-Paul’s paper on marriage markets and hypergamy.0:00 Introduction1:43 Gilles Saint-Paul's background and education6:31 French and American higher elite education14:44 The Yellow Vests41:46 Mating and HypergamyReferences:On the Yellow Vest Insurrectionhttps://gillessaintpaul.wordpress.com/2018/12/18/on-the-yellow-vest-insurrection/Genes, Legitimacy and Hypergamy: Another Look at the Economics of Marriagehttps://ideas.repec.org/p/ide/wpaper/9118.htmlMusic 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
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Bing vs. Bard, US-China STEM Competition, and Embryo Screening — #30
16/02/2023 Duration: 49minSteve discusses the competition between Microsoft and Google, the competition between the U.S. and China in STEM, China’s new IVF policy, and a Science Magazine survey on polygenic screening of embryos.00:00 Introduction02:37 Bing vs Bard: LLMs and hallucination20:52 China demographics & STEM34:29 China IVF40:28 Survey on embryo screening in ScienceReferences:Bing vs Bard and Hallucination https://twitter.com/hsu_steve/status/1625222378383876119China demographics and STEMhttps://twitter.com/hsu_steve/status/1620765589752119297https://twitter.com/hsu_steve/status/1623279827640848385China IVFhttps://twitter.com/hsu_steve/status/1623475304432820224https://twitter.com/hsu_steve/status/1623478413758500864Survey on embryo screeninghttps://twitter.com/hsu_steve/status/1623783244947722241https://twitter.com/hsu_steve/status/1623664372202500097Music used with permission from Blade Runner Blues Livestream improvisation by State Azure.--Steve Hsu is Professor of Theoretical Physics and of Computational Mathematics,
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ChatGPT, LLMs, and AI — #29
02/02/2023 Duration: 41minSteve discusses Large Language Model AIs such as ChatGPT. 0:00 How do LLMs work?10:22 Impact of ChatGPT15:21 AI landscape24:13 Hallucination and Focus33:09 Applications39:29 Future LandscapeReferences:Manifold interview with John Schulman of OpenAI:https://www.manifold1.com/episodes/john-schulman-openai-and-recent-advances-in-artificial-intelligence-16Blog posts on word vectors and approximately linear vector space of concepts used by the human mind:https://infoproc.blogspot.com/2017/02/the-future-of-thought-via-thought.htmlhttps://infoproc.blogspot.com/2016/12/towards-geometry-of-thought.htmlMusic 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.a